Group 1 - MercadoLibre Inc reported a significant increase in revenue, with a year-over-year growth of 31% to $2.5 billion in the last quarter [1] - Sea Ltd has shown resilience in its e-commerce segment, achieving a gross merchandise value (GMV) growth of 25% year-over-year, reaching $3.2 billion [1] - Uber Technologies Inc continues to expand its market share, with a 20% increase in total bookings, amounting to $30 billion in the last quarter [1] Group 2 - Coupang LLC has experienced a 15% rise in revenue, totaling $1.8 billion, driven by increased customer engagement and repeat purchases [1] - The overall market for e-commerce and ride-sharing services is projected to grow, with analysts estimating a compound annual growth rate (CAGR) of 15% over the next five years [1] - Competitive pressures are intensifying in the logistics and delivery sectors, prompting companies to innovate and enhance their service offerings [1]

Core Insights - The article emphasizes the importance of understanding macro trends and their influence on asset prices and investor behavior, particularly in the context of equity analysis and research [1]. Group 1: Professional Background - The author has over 10 years of experience in asset management, focusing on equity analysis, macroeconomics, and risk-managed portfolio construction [1]. - The professional background includes advising on and implementing multi-asset strategies, with a strong emphasis on equities and derivatives [1]. - The author holds a BA in Financial Economics and an MA in Financial Markets, indicating a solid academic foundation in finance [1]. Group 2: Investment Philosophy - The article promotes the idea that investing should be accessible, inspiring, and empowering, aiming to build confidence in long-term investing [1]. - The author expresses a commitment to sharing insights and exchanging ideas with fellow investors to enhance collective knowledge and investment strategies [1]. Group 3: Market Analysis Focus - The author closely follows EU and US central bank policies, sector rotation, and sentiment dynamics, which are crucial for constructing actionable investment strategies [1]. - The analysis reflects a deep understanding of how macroeconomic factors can impact market conditions and investor sentiment [1].

Expanded permissions for crypto-securities platforms will unlock entirely new product categories. This is huge for the entire crypto ecosystem.Once approved, ZK platforms like Prividium will add game-changing features: proofs of reserve, selective disclosure, and much more.U.S. Securities and Exchange Commission (@SECGov):What is a Super-App? SEC Chairman Paul Atkins explains the idea and how it would benefit investors. Check it out! https://t.co/iqgVgp2pNv ...