I recently joined The REIT Forum and if you are looking for more investment ideas like this one, get them exclusively at The REIT Forum with access to our subscriber only portfolios.Yesterday, I wrote that the S&P 500 ( SPY ) is likely setting up for a meaningful bounce (roughly 5%) in the short term after U.S. President Donald Trump posted on TruthAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the family fund. The fund's objective is to invest ...

MercadoLibre to invest $11 billion in Brazil this year | Reuters Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv An employee of e-commerce MercadoLibre works at the company's offices in Buenos Aires, Argentina September 6, 2024. REUTERS/Agustin Marcarian/File Photo Purchase Licensing Rights, opens new tab SAO PAULO, March 24 (Reuters) - E-commerce firm MercadoLibre (MELI.O), opens new tabwill invest 57 billion reais ($10.9 billion) in its m ...

MercadoLibre (MELI) closed the most recent trading day at $1,665.50, moving +1.82% from the previous trading session. This move outpaced the S&P 500's daily gain of 1.15%. Elsewhere, the Dow saw an upswing of 1.38%, while the tech-heavy Nasdaq appreciated by 1.38%. Coming into today, shares of the operator of an online marketplace and payments system in Latin America had lost 18.08% in the past month. In that same time, the Retail-Wholesale sector lost 6.15%, while the S&P 500 lost 5.69%. The upcoming earni ...

Key Takeaways MercadoLibre's AI push boosts conversions, with Q4 items sold up 43% and GMV rising 37%.MELI uses AI for listings, ads and onboarding, improving targeting, ad returns and monetization.MELI's AI assistants handle 90% of support; items per buyer rose 15%, driving higher frequency.MercadoLibre (MELI) is increasingly integrating artificial intelligence (AI) to improve its platform, and early signs show it is helping boost conversion rates and efficiency. Its AI-powered search provides more relevan ...

Core Viewpoint - MercadoLibre Inc. (NASDAQ:MELI) is considered a strong long-term investment despite a recent downgrade by JPMorgan due to competitive pressures and margin concerns [1][2]. Group 1: Company Performance and Outlook - JPMorgan downgraded MercadoLibre from Overweight to Neutral and reduced its price target from $2,650 to $2,100, indicating potential upside [1]. - The company is facing significant competition in Brazil, particularly from Shopee, which is impacting its margins [2][3]. - MercadoLibre is willing to accept lower margins, projected at around 9% in the near term, to prioritize long-term growth [3]. Group 2: Financial Projections - JPMorgan forecasts MercadoLibre's margins to be approximately 8.8%, with earnings before interest and tax expected to decline by about 15%, which is less severe than the consensus forecast of a 24% decline [3]. - Despite the anticipated margin contraction, MercadoLibre is still viewed as well-positioned in the Latin American e-commerce and fintech markets for future growth [3]. Group 3: Business Model - MercadoLibre operates a comprehensive e-commerce and fintech ecosystem, including an online marketplace, a financial technology arm (Mercado Pago), a logistics network, and an advertising platform [4].

Core Insights - The fintech landscape in Latin America is diverse, with MercadoLibre, DLocal, and Nu Holdings showcasing unique specialties and growth trajectories [1][2] Group 1: Company Performance - MercadoLibre's revenue grew by 45%, with its Mercado Pago subsidiary facilitating $83.4 billion in payment volume, significantly outpacing its e-commerce gross merchandise value [2][4] - DLocal experienced a 65% revenue increase, driven by a 70% surge in total payment volume, and is noted for its geographical diversification, with no single country contributing more than 19% to its revenue [2][9][10] - Nu Holdings reported a 57% revenue growth, with net income rising by 62%, and has secured a U.S. national bank charter approval, indicating potential for expansion [2][13] Group 2: Market Position and Valuation - MercadoLibre's market cap stands at $83 billion, but its stock has declined nearly 40% from its all-time highs, trading at 30 times projected earnings for the current year [6][7] - DLocal's market cap is $3.6 billion, with a gross margin of 36.61%, and it plans to distribute 30% of its free cash flow to shareholders, offering a 1.5% yield [8][11] - Nu Holdings has a market cap of $68 billion and is currently the cheapest of the three stocks on a price-to-earnings basis, trading for less than 13 times next year's profit target [12][13] Group 3: Competitive Landscape - MercadoLibre faces competitive pressures in Brazil, its largest market, which has led to adjustments in its business strategy, such as lowering order size requirements for free shipping [7] - The fintech sector in Latin America is characterized by superior growth and historically strong net margins, making companies like MercadoLibre, DLocal, and Nu Holdings attractive for investors [7]

以下文章来源于螺旋实验室 ，作者螺旋君 螺旋实验室 . 公众情绪瞭望者 来源丨 螺旋实验室（ID：spiral_lab） 作者丨追命 编辑丨坚果 图源丨摄图网 作为近两年最受关注的产业关键词之一， "跨境电商"在当下已经吸引了众多创业者涌入， 甚至于在 今年的政府工作报告中都点名提及，要 "推动跨境电商加海外仓模式扩容升级、规范有序发展"。 对于中国卖家来说，近几年能够货卖全球，除了物流仓储等基础设施的不断完善之外，更离不开众多 跨境电商平台的兴起，从老牌的速卖通、虾皮，到近两年风头正劲的 TikTok 、 Temu 、 SHEIN 等，中国互联网巨头正在全球范围内不断复刻国内电商的成功经验。 但在中国跨境电商平台火爆全球的同时，另一家拉美本土的电商平台美客多（ Mercado Libre ）正 在以惊人的速度吸引着众多中国跨境电商卖家入驻，风头之盛让它俨然成为了电商人心目中的 2026 年第一大蓝海平台。 从今年 3 月开始，美客多陆续在福州、深圳、东莞等地举行招商会，几乎是场场爆满，而在蜂拥而至 的参会者中，其中不乏从其他跨境电商平台"跳槽"而来的跨境卖家。 作为一个远离中国本土，甚至还是远离互联网世界中 ...

Core Thesis - MercadoLibre, Inc. (MELI) is positioned as a dominant regional super-app in Latin America, integrating commerce, payments, and credit, with strong growth momentum and a bullish investment thesis highlighted by analysts [1][2][7] Financial Performance - As of March 16th, MELI's share price was $1,732.33, with trailing and forward P/E ratios of 43.97 and 25.77 respectively [1] - In Q3 2025, MELI achieved a 39% year-over-year revenue growth, marking its 27th consecutive quarter of over 30% growth, with operating income rising 30% to $724 million [2] - The company anticipates approximately 31.4% revenue expansion over the next twelve months [2] Market Dynamics - Strong commerce trends were observed in Brazil, with a 42% growth in items sold, driven by a lowered free shipping threshold and improved user engagement [3] - Other markets such as Mexico, Chile, and Colombia also contributed to growth, with first-party sales increasing 71% FX-neutral [3] Fintech Development - Mercado Pago, the company's fintech arm, is scaling effectively with rising monthly active users and low default rates, indicating strong customer satisfaction and profitability [4] - Despite challenges in Mexico and Argentina, user growth remains robust, with total active buyers reaching approximately 75 million [5] Long-term Outlook - Management is focused on long-term growth, expecting margin expansion as logistics efficiencies improve and fintech investments mature, reinforcing MELI's compelling long-term investment case [5][7] - The company has faced a stock price depreciation of approximately 32.98% due to investor concerns over margin compression, but analysts emphasize operating leverage and logistics efficiencies as key drivers for future margin expansion [7]

MercadoLibre (NASDAQ: MELI) has been a nerve-racking business for its investors to follow. On one hand, revenue continues to grow rapidly, and both the e-commerce and fintech sides of the business have excellent momentum. On the other hand, profitability hasn't quite been as strong as expected recently, and investors have some serious questions about the company's growth strategy. Of course, uncertainty is a bad thing for stocks. MercadoLibre's stock price has fallen by nearly 35% from its 52-week high. H ...

Polen Capital, an investment management company, released its fourth-quarter investor letter for “Polen International Growth Strategy”. A copy of the letter can be downloaded here. In 2025, foreign equity markets reached their highest returns in more than a decade, whereas Polan International Growth had flat returns. This was not attributed to weakening business fundamentals among its holdings, but the market’s preference for cyclically sensitive businesses. The strategy seeks to invest in companies with en ...