Friday Investment Talk: MercadoLibre and PagSeguro, AT&T and Semiconductors

The main Latin America e-commerce team of MercadoLibre and PagSeguro are focusing their efforts on fintech to engage more consumers. Morgan Stanley’s in depth report on these companies puts forth a huge growth story.

Questions arise after AT&T’s dividend cut and refocuses its business. Our focus remains on the semiconductor industry’s future with political involvement intensifying.