MercadoLibre (MELI): Focusing on Structural Opportunity Over Short-Term Investment Noise

Eagle Capital Management, an investment management company, released its third quarter 2026 investor letter. The letter can be downloaded here. Despite rapid AI advances, geopolitical risks, and market volatility, Eagle maintains a long-term horizon by focusing on what won’t change. By anchoring on enduring business fundamentals while capitalizing on underappreciated secular shifts, the firm exploits short-term market impatience to secure attractively priced, durable investments. Long-term...