Dialogue. Mercardo Libre Update and 3 Buffett Lessons Investors get Wrong

In this Dialogue episode of The Synopsis we provide an update on Mercardo Libre and go through 3 common Warren Buffett Lessons that Investors get wrong.  ~\*~ You can also get a free trial to AlphaSense to read 200k+ expert calls through this link.  ~\*~ **For full access to all of our updates and in-depth research reports become a Speedwell Member here.** ***Please reach out to [info@speedwellresearch.com](mailto:info@speedwellresearch.com) if you need help getting us to become an approved research vendor in order to expense it.*** -\*-\*-\*-\*-\*-\*-\*-\*-\*-\*-\*-\*-\*-\*- Show Notes (0:00)  — Viewer Comments (7:06)  — Buffett's 3 Lessons That Investors Misunderstand (10:22)  — What Value Investing Really Means (19:06)  — Margin of Safety (28:49)  — Circle of Competence (37:46)  — Meli Update (44:43)  — Meli Net Interest Margin (50:41)  — Meli's Credit Risk (59:23)  — Interest Margin Sustainability -\*-\*-\*-\*-\*-\*-\*-\*-\*-\*-\*-\*-\*-\*- **For full access to all of our updates and in-depth research reports, become a Speedwell Member here.** ***Please reach out to [info@speedwellresearch.com](mailto:info@speedwellresearch.com) if you need help getting us to become an approved research vendor in order to expense it.*** \*-\*-\*- Follow Us: Twitter: @Speedwell\_LLC Threads: @speedwell\_research Email us at info@speedwellresearch.com for any questions, comments, or feedback. -\*-\*-\*-\*-\*-\*-\*-\*-\*-\*- Disclaimer Nothing in this podcast is investment advice nor should be construed as such. Contributors to the podcast may own securities discussed. Furthermore, accounts contributors advise on may also have positions in companies discussed. This may change without notice. Please see Speedwell's and Drew Cohen Money's full disclaimers here:  https://speedwellresearch.com/disclaimer/ https://www.drewcohenmoney.com/disclaimers