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Amazon.com Inc. (AMZN $218.94)
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Sea Limited American Depositary Shares each representing one Class A (SE $95.52)
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Shopify Inc. Class A Subordinate Voting Shares (SHOP $184.26)
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MercadoLibre Inc. (MELI $1,780.36)
Q: Currently have full positions in AMZN, SHOP and SE. What is your view of MELI? Would you advise peeling off 10-15% each to invest in MELI at todays market prices? How would you rank for growth over next 3-5 years?