- Sharp Capital Letter | January 2026 Mercado Livre, Equatorial and WEG anchor Sharp Capital’s study of Brazilian value creation, with capital allocation and operational execution identified as the decisive drivers. The firm cites Equatorial’s patient privatization strategy, WEG’s countercyclical acquisitions and Mercado Livre’s free-shipping investment as models for identifying future winners and avoiding permanent capital destruction. 2025 EQUEY $7.6BWEGZY $37B
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