MERCADOLIBRE INC

DPDaniel Pronk2d ago

BULL$MELI

"Despite a ~13% selloff after Q1, MELI's accelerating ~49% YoY revenue growth alongside strong payment/GMV growth is the result of intentionally sacrificing near-term operating and profit margins, and the credit-card + ad-ecosystem flywheel (with improving NPL trends despite a fast-growing loan book) supports a view that MELI is materially undervalued and should compound cash flows over the long term even if margins stay compressed in the near term."

DPDaniel Pronk33d ago

BULL$MELI

"I continue to add Mercado Libre because GMV and market share across LATAM are accelerating, fintech credit and take‑rates are compounding rapidly (fintech revenue +~43% CAGR, commerce services +36%), and adjusted cash‑flow potential implies a low multiple versus growth even while they reinvest heavily."