Letters by company

Karooooo Ltd.

1 letter discussing KARO. Everything written about it on this site is on its ticker page.

SaltLight Capital 1Q 2026 Co-Investor Letter - Make “Long-Term” Great Again MercadoLibre is lowering Brazil’s free-shipping threshold, expanding credit cards and building cross-border trade despite margin pressure, which SaltLight views as investment in a deeper Latin American ecosystem. SaltLight has harvested AI-infrastructure profits and shifted capital toward businesses entering multi-year investment cycles, including Tencent, AppLovin and WeBuyCars. 1Q 2026 MELI $89B