Before going into the article, in the following weeks I’ll also be covering Visa, Google, Microsoft, Texas Instruments, Mercado Libre and Zoetis.
I agree. Underrated quarter. Obviously there are weak points but considering the context, this is excellent execution.
Thank you for the comment! I think execution has been excellent all along, though of course financials could be better. Even though margins have been deteriorating due to price cuts, management is not doing anything out of their long-term roadmap.
I agree. Underrated quarter. Obviously there are weak points but considering the context, this is excellent execution.
Thank you for the comment! I think execution has been excellent all along, though of course financials could be better. Even though margins have been deteriorating due to price cuts, management is not doing anything out of their long-term roadmap.