$MELI

2 theses

bullish 100%neutral 0%bearish 0%

Avg return (3m)

+1.7%

Win rate (3m)

50% (2 resolved)

1d 3d 1w 1m 3m 6m 1y

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices delayed ~15 min · refreshed 4m ago

$MELIr/ValueInvestingStock Analysisbullish

u/miguel_equivara · 137d ago1 prior · 100% at 3mo

MELI: Revenue Up 49%, Stock Down 40% — in a High-Growth Stock is the Dip an Entry Point?

MercadoLibre's 40% stock decline misses the investment case: two-thirds of margin compression stems from accounting for a fast-growing credit book whose provisions now will convert to profit as cohorts season. With revenue growing 49% and the stock trading at 3x EV/sales (vs 10x historical) and below-1 PEG, the market prices a proven LatAm fintech/e-commerce leader like a maturing retailer.

At post $1,610.00Now $1,637.90+1.7% since posted4m ago

1d-1.3%

3d-1.3%

1w+1.6%

1m+15.0%

3m+16.5%

6m—

1y—

original post →

$MELIr/ValueInvestingStock Analysisbullish

u/Last-Cat-7894 · 297d ago3 prior · 33% at 3mo

MercadoLibre (MELI) is my #1 conviction right now.

MercadoLibre trades at 30x EV/EBIT (comparable to Walmart) despite 27+ consecutive quarters of >30% revenue growth. Its diversified moat—ecommerce marketplace, payment network, credit, and ads—benefits from powerful network effects. With ads penetration at 2% vs. Amazon's 7-8% and a wide execution runway, the risk-reward is compelling.

At post $1,973.70Now $1,637.90-17.0% since posted4m ago

1d—

3d+8.9%

1w+10.4%

1m+8.8%

3m-13.1%

6m-11.7%

1y—

original post →

End of results.