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5i Recent Questions

Q: How does a Uruguayan payments co. Such as DLO stack up against such firms as STNE, PAGS, or, to a lesser extent, MELI? Thanks for your excellent input!

Read Answer Asked by David on July 15, 2021

Q: EBAY’s current P/E seems to indicate that it’s being left behind somewhat in the perception of today’s investors. Your 2018 response that “you didn’t understand how it competed against AMZN” (to paraphrase) made a lot of sense to me. Can you comment on its current status and if, in your opinion, there are any catalysts that will energize the stock price?

Read Answer Asked by David on January 11, 2021
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