

Discover more from Investing with the Whales Podcast
Investing With The Whales | Episode 34 | Interview with Fede Sandler
In the 34th episode of Investing With The Whales, I interview Fede Sandler, ex-Mercado Libre and Nubank employee, who also worked on Nubank IPO
This episode is brought to you by Lupton Capital – www.LuptonCapital.com
Hello everyone,
In the 34th episode of Investing With The Whales, I interview Fede Sandler, ex-Mercado Libre and Nubank employee, who also worked on Nubank IPO.
Follow Fede on Twitter for more information about Mercado Libre, Nubank, and other LatAm companies.
Topics discussed: Fede’s background, Mercado Libre evolution, moat, distribution network, unions in South America, Meli’s biggest risk, additional opportunities, acquisitions, Nubank’s IPO, NPS, moat, marketing, expansion, other Latin America’s public companies, stock-based compensation in Latam companies, management in both companies, the economy in Latam, loans on the balance sheet
Stocks covered in detail: MELI, NU, PAGS, STNE
In addition to my podcast, I offer several other investment-related services:
I also run the largest Stocktwits room, where I post about my investment portfolio and trading portfolio, including access to my daily activity, market commentary, investment models, daily webcasts, and much more. Subscribe at stocktwits.luptoncapital.com
Recently, I launched a service on Seeking Alpha, which is a combination of both Substack newsletters and my Stocktwits room but in one place to make things more streamlined. Subscribe at seekingalpha.luptoncapital.com