Key insights
- The post discusses investment options in Amazon, MercadoLibre, and Sea Limited, considering recent market corrections. While all three are seen as potential buys, the author seeks opinions on the highest conviction pick with the best risk-reward profile. This reflects general investor sentiment towards growth stocks and e-commerce, but has limited direct influence on the broader US market.
Given recent corrections and even crashes in some stocks, I’d like to invest 5% of my portfolio into either:
-
Amazon
-
MELI
-
SEA
I feel all 3 stocks are a buy now but for different reasons. Amazon is just a giant and will do very well for the next decade, but has recently been hit due to their giant CAPEX. SEA highly volatile and could dip a lot more. MELI i feel is a solid company too,.
Which one are you the most bullish on and your « no brainer » price entry?
Highest conviction with best Risk Reward in your opinion?