CG: These Companies Are Proof Positive That There’s More to Retail Than Just Amazon

Industry Focus

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4.6 • 854 Ratings

🗓️ 8 January 2019

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

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Summary

Latin American ecommerce leader Mercadolibre continues to prosper and its burgeoning payments business offers investors another way to invest in the global payments space. Meanwhile the long-term tailwinds in home improvement are growing stronger and Home Depot and Lowe’s are poised for success. Host Jason Moser and Fool.com contributor Asit Sharma dive deeper into these topics and also answer a listener email all on this week’s _Industry Focus: Consumer Goods_ show. Stocks: MELI, HD, LOW, AMZN

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Transcript

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0:00.0	Welcome to Industry Focus, the podcast that dives into a different sector of the stock market each day.
0:07.0	It's Tuesday, January 8th. I'm your host Jason Moser and joining me today in the studio via Skype, Mr.
0:13.0	Asit Sharma.
0:14.0	Assad, how's it going?
0:15.0	Great, Jason.
0:16.0	How are you doing?
0:17.0	Happy New Year to you.
0:18.0	Thank you very much.
0:19.0	Happy New Year to you too.
0:20.0	Doing very well.
0:21.0	I think we're off to a fantastic start it seems like here in the
0:25.0	markets. Hopefully we continue to see a little bit of recovery from what was
0:29.6	such a tough finish to 2018 and I think we have some names on today's show that a lot of
0:37.3	our listeners are going to enjoy hearing about we're going to talk home
0:40.6	improvement and looking at Home Depot and Lowe's will tackle a listener email question.
0:46.4	But first we're going to dig down a bit more into the e-commerce king of Latin America, Mercado Libre.
0:52.9	And Mercado Libre is a popular recommendation in a lot of our foolish services and a lot of our
0:59.6	analysts here, myself included, like the business, like what we've seen.
1:04.2	And I know that you have studied this business for quite some time.
1:08.2	So let's kick off with some of these questions here to get a little bit more of your input
1:11.9	into where you see this
1:12.9	business going and what you think some of the opportunities and the challenges are I
	...

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