Core Insights - The articles published about MercadoLibre (MELI) highlight the author's perspective as an economist and independent investor based in Argentina, emphasizing the connection between macroeconomic context and company-level valuation to identify long-term investment opportunities [1] Group 1: Company Overview - MercadoLibre is positioned as a dynamic player in the complex Argentine market, with the author providing in-depth coverage of local assets while also exploring broader Latin American and global trends [1] - The investment philosophy focuses on underfollowed or undervalued companies, as well as established leaders with emerging structural value [1] Group 2: Market Context - The author's background as a Ph.D. candidate in Economics allows for a nuanced understanding of the macroeconomic factors influencing MercadoLibre and its valuation [1]

Core Insights - IAMGOLD (IAG) was trading at nearly $9.50 in August and has shown signs of improvement due to the Cote Gold asset [1] Company Analysis - The Cote Gold project is expected to significantly impact IAMGOLD's performance, contributing to an increase in asset value [1] - The company is positioned to benefit from macroeconomic trends and local market dynamics in Argentina, which may enhance its valuation [1] Investment Philosophy - The investment approach focuses on underfollowed or undervalued companies, emphasizing long-term opportunities and structural value [1]