tag:blogger.com,1999:blog-2335748440449035592.post9140873315750981840..comments2008-06-09T13:09:04.631-04:00Comments on Fund My Mutual Fund: Bookkeeping: Starting Slow Rebuild of Mercadolibre...TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2335748440449035592.post-84451434028267207832008-06-09T13:09:00.000-04:002008-06-09T13:09:00.000-04:00Thanks BenThey usually hatchet something in the po...Thanks Ben<BR/><BR/>They usually hatchet something in the portfolio every 4 weeks<BR/><BR/>I still remember the commodities are dead story - about 100% ago in coal, nat gas and fertilizer ;)TraderMarkhttp://www.blogger.com/profile/06241756200482130281noreply@blogger.comtag:blogger.com,1999:blog-2335748440449035592.post-20561642563384138242008-06-09T13:03:00.000-04:002008-06-09T13:03:00.000-04:00The reason for today's drop in MELI is the negativ...The reason for today's drop in MELI is the negative piece on the company in Barron's over the weekend. Basically Barron's points out the stock's high valuation and questions whether the company can keep growing faster than the overall Internet adoption rate in Latin America.Benhttp://www.blogger.com/profile/01001242150400508914noreply@blogger.com