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The Knight's Edge

The Knight's Edge is a Substack about sharing the investment principles that guide my thinking, detailed company breakdowns, and valuation frameworks.

Newsletter · By Shivam · Official site

Indexed issues, last 90 days
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Aug 3, 2026
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  1. Issue · Aug 3, 2026

    $MELI: What Investors May Be Misreading Heading Into Earnings (opens the original)

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    I was recently a guest on the Stock Spotlight podcast with my friend, Michael. We discussed Mercado Libre ($MELI), a rapidly growing business in Latin America. I have copied the original post below for any readers who are interested in learning more about this high quality business. Enjoy! 🎧 Listen on Spotify | Apple Podcasts | YouTube</stro

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