Category: Investing

  • MercadoLibre (MELI) – Munger Quality Rubric Stock Evaluation

    MercadoLibre (MELI) – Munger Quality Rubric Stock Evaluation

    View All Stock Evaluations | Evaluation Date: 2026-01-05


    How This Company Makes Money

    MercadoLibre is Latin America’s dominant e-commerce and fintech ecosystem. The company generates revenue through marketplace transaction fees (59% of revenue), digital payment processing via Mercado Pago (41% of revenue), shipping/logistics services (Mercado Envios), advertising (Mercado Ads), and a rapidly growing credit business offering consumer and merchant loans across 18 Latin American countries.

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  • Best US Index Funds 2026: VOO, VTI, QQQ Complete Analysis

    Best US Index Funds 2026: VOO, VTI, QQQ Complete Analysis

    Research Date: January 04, 2026

    This comprehensive guide analyzes the top-performing US index funds across four major categories: S&P 500 trackers, Total Market funds, Growth-focused funds, and Dividend funds. We’ll cover current prices, assets under management (AUM), historical returns, expense ratios, and stock compositions to help you make informed investment decisions.

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  • Costco (COST) – Munger Quality Rubric Evaluation

    Costco (COST) – Munger Quality Rubric Evaluation

    Evaluation Date: 2025-12-29 | <- Back to All Stock Evaluations

    Costco Wholesale Corporation exemplifies Charlie Munger’s investment philosophy better than almost any other company. With a 92% membership renewal rate, the Kirkland Signature private label generating $30+ billion annually, and a culture of promoting from within, Costco scores an exceptional 86% on the Munger Quality Rubric. This evaluation examines why Munger himself served on Costco’s board and held its stock until his passing.

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  • Amazon (AMZN) – Munger Quality Rubric Evaluation

    Amazon (AMZN) – Munger Quality Rubric Evaluation

    Evaluation Date: 2025-12-30 | ← Back to All Stock Evaluations

    Amazon is the world’s largest e-commerce and cloud computing company with a $2.4 trillion market cap and multiple moat sources including logistics scale, AWS switching costs, and Prime ecosystem lock-in. This Munger-style evaluation analyzes Amazon across leadership, governance, business quality, and valuation to determine if it meets quality investment criteria.

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  • Apple Inc. (AAPL) – Munger Quality Rubric Evaluation

    Apple Inc. (AAPL) – Munger Quality Rubric Evaluation

    View All Stock Evaluations | Evaluation Date: 2025-12-29

    Apple Inc. is the world’s most valuable company with a $3.8 trillion market cap, exceptional ecosystem moat (92% customer retention), and disciplined capital allocation ($700B+ in buybacks). This Munger-style evaluation analyzes Apple across leadership, governance, business quality, and geopolitical risk.

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  • Rocket Lab Corporation (RKLB) – Munger Quality Rubric Evaluation

    Rocket Lab Corporation (RKLB) – Munger Quality Rubric Evaluation

    Evaluation Date: 2026-01-03 | ← Back to All Stock Evaluations

    How This Company Makes Money

    Rocket Lab is a vertically integrated space company that generates revenue through two main segments: Launch Services (~32% of revenue) providing dedicated small satellite launches via its Electron rocket, and Space Systems (~68% of revenue) manufacturing spacecraft, satellite components, and offering spacecraft design/management services. The company builds approximately 90% of its rocket components in-house and recently won major government contracts including an $816 million U.S. Space Development Agency satellite constellation contract.

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