Quarterly Letters
Eagle’s quarterly letters offer a window into how we think about markets, businesses, and the long-term forces shaping the investment landscape.
Eagle’s quarterly letters offer a window into how we think about markets, businesses, and the long-term forces shaping the investment landscape.
Q3 2026 Letter
Ecommerce and digital finance in Latin America are still early, and the shift toward both is unlikely to reverse. MercadoLibre is spending heavily to lead that shift. Eagle explains why the market is focused on the size of the investment while we are focused on the size of the opportunity.
Read the Letterq3-2026-investor-letter
Quarterly Letters, Whitepapers and additional content (“Materials”) highlight Eagle Capital’s insights and market commentary. They are not investment advice, recommendations, or offers to buy or sell securities. The Materials reflect information available at the time of production and do not include updates or new viewpoints. They are for informational purposes only, do not contain the full set of analyses and should not be seen as a prediction of future performance. See additional disclosures below and in the Materials as applicable.
Additional perspectives from Eagle’s team, including podcast appearances and noteworthy press features.
