
"And the first stock that I want to discuss that I am actively buying is Marcato Libre. ... So, for all of those reasons, I have continued to buy more Marcato Libre. And I believe that this is actually the number one stock that I have continued to add to my portfolio over the past month. And as the stock has fallen, I have been getting more and more aggressive. If the stock does see any weakness after earnings, and I'm actually kind of expecting it to, then I will be looking to add to my position even more."
The speaker discusses his active buying of Marcato Libre, emphasizing that its current 20% correction, driven by competitive and political concerns, presents an attractive buying opportunity. He highlights the company s history of using lower free shipping thresholds to spur growth and deepening its competitive moat.
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