Etsy may just not be as big of a platform as we originally thought. I think some water's been drained out of the moat. Mercado Libre, Latin America is e-commerce giant and yeah, giant really strong e-commerce numbers net revenue of 57% total payment volume. This has this company just seems to be growing by leaps and bounds.
Shopify pushes merchant services, Etsy tries to find its footing, and MercadoLibre continues to dazzle.
(00:20) Tim Beyers and Deidre Woollard discuss: - If Shopify is actually a fintech now. - The imbalance in Etsy’s platform. - How MercadoLibre’s services are taking over Latin America.
(22:06) Jason Moser and Matt Frankel break down some of the stocks that help them sleep well at night.
Companies discussed: PINS, O, BRK, PSA, MKC, HD, ETSY, MELI, SHOP
Host: Deidre Woollard Guests: Tim Beyers, Matt Frankel, Jason Moser Producer: Mary Long Engineer: Dan Boyd
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