The creator is buying SPGI due to its high-margin, recurring revenue business model, strong competitive moat, and essential role in global financial markets.
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The creator discusses two stocks he is buying in August: MercadoLibre (MELI) and S&P Global (SPGI). He high...
Aug 21, 2026
The creator discusses two stocks he is buying in August: MercadoLibre (MELI) and S&P Global (SPGI). He highlights their strong market positions, growth metrics, and competitive moats while acknowledging specific risks for each.
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The creator is buying MELI for its dominant market position in Latin America, consistent revenue growth, and long-term potential despite margin compression from aggressive reinvestment.