The hottest Business Analysis Substack posts right now

Good long-term businesses are harder to find than you think. Predicting long-term winners isn't easy, and financial forecasts often miss the mark. Practice humility in investing and be ready to adjust your thesis.
Avoid dealing with dishonest individuals. It's difficult to spot insincerity, and once dishonesty is detected, it's best to move on immediately.
Markets are still prone to irrational behavior. Human nature hasn't changed, and rapid information dissemination can lead to herd mentality and market inefficiencies. Manic behavior in markets is here to stay.

Consider macroeconomic factors for long-term investment
Evaluate if macroeconomic impacts were knowable/predictable
Investment approach should align with your perspective on the 'right' way to invest

Understanding businesses is crucial for investment decisions.
Learning from successful investors like Warren Buffett is valuable.
Accessing relevant and insightful resources is essential for making informed investment choices.

MercadoLibre (MELI) is a Latin American e-commerce giant with remarkable growth, experiencing over 4,000% return in 16 years since its IPO.
MELI's success is driven by a strong ecosystem of online commerce, digital payments, logistics, and advertising solutions.
The company faces risks like regulatory changes, geopolitical instability, and increasing competition, but has growth opportunities in the unbanked market and logistics services.

Warren Buffett sold his newspaper business in 2020 after decades of ownership.
Business newspapers like the Financial Times and the Wall Street Journal have shown sustainability despite industry challenges.
The future outlook of traditional business news sources, like newspapers, faces competition from new platforms like Substack.

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