Liviam Capital
LiviamCapital
Here's 5 amazing businesses under $100B in market cap with long runways of growth:- $SE ($77B)- $MELI ($60B)- $EVO ($13B)- $ADYEY ($51B)- $ADSK ($52B)What's your favorite business under $100B and
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1/ In the start of 2016, I sold $MA to buy $AXP bc it had lost roughly 50% of its market cap after losing the $COST partnership, and also because
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1/ $FB is still remarkably cheap at these prices with long runway of growth. Recent advertising boycott is immaterial yet clouding investors view. Here is why I’m still so bullish
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