Valuation Update: Q2 for Amazon, Mercadolibre, Kinsale & Mastercard 📈

Undervalued quality businesses 🏰

Hi partner! 👋

This past week many of our Quality Growth positions reported earnings. In this post, I’ll give you a quick overview and our thoughts and valuation on the businesses.

Let’s get into it 👇

Summary of each company for your convenience:

Amazon: Amazon missed on the top line, they also missed analysts’ expectations on operating cash flow and guid…