MercadoLibre's (MELI) current price-to-earnings (P/E) multiple of 40.01X represents a significant premium compared with the Zacks Internet - Commerce industry average of 25.73X, raising questions about valuation sustainability despite the company's market leadership and growth trajectory. While premium valuations are often justified for market leaders with strong growth prospects, the considerable gap between MELI's multiple and industry peers warrants careful investor consideration.MELI’s P/E F12M Ratio De ...

MercadoLibre (MELI) ended the recent trading session at $1,799.42, demonstrating a -1.89% swing from the preceding day's closing price. The stock's performance was behind the S&P 500's daily gain of 0.55%. At the same time, the Dow lost 0.06%, and the tech-heavy Nasdaq gained 1.24%.The investment community will be paying close attention to the earnings performance of MercadoLibre in its upcoming release. On that day, MercadoLibre is projected to report earnings of $7.89 per share, which would represent year ...

Market Performance - The S&P 500 returned 23 64% in 2024, while the Nasdaq performed even better with a return of 28 64% [1] Investment Strategy - Potential Multibaggers focuses on stocks with the potential to increase 10x or more over the next decade [1] - The strategy targets long-term investors seeking life-changing returns and who can withstand market volatility [1] Analytical Approach - The analysis emphasizes long-term fundamentals over short-term market noise [2] - Detailed analysis is conducted to ensure the investment thesis remains on track [2]

Professional Background - Former Senior Manager at a Big Four accounting firm with over 20 years of CPA experience [1] - CFO of two privately held companies in the aerospace and defense and beauty industries with sales between $50m and $100m [1] Investment Philosophy - Value investor with a preference for buying wonderful businesses at fair prices, influenced by Buffett and Munger [1] - Open to other investment disciplines if they make sense [1] - Heavy research on companies before and during the investment period, including quarterly financial checkups, conference calls, and news updates [1] - Goal is to hold investments and reinvest dividends, minimizing buying and selling [1] Approach to Analysis - Engages in thorough analysis of investment positions, considering all sides of a situation [1] - Recognizes both positives and risks in any investment, emphasizing the importance of acknowledging their existence [1]

Company Overview - MercadoLibre (NASDAQ: MELI) is referred to as the "Amazon of Latin America" due to its dominant position in the region's e-commerce and fintech sectors [3] Recent Performance - MercadoLibre's stock recently declined following its November earnings report and concerns about Brazil's economy [3] Investment Opportunity - The recent decline in MercadoLibre's stock price is viewed as a significant investment opportunity, given the company's strong position in Latin America [3] Analyst Background - MMMT Wealth, run by Oliver, focuses on long-term investment strategies with a 3-5 year horizon, leveraging insights from investor calls, financials, and news [2] - Oliver has 5 years of investing experience and 4 years as a CPA, emphasizing thorough research to identify high-quality businesses [2]

Nvidia - Nvidia's stock is down more than 10% from its 2024 highs, making it an attractive buy [1] - The company's revenue grew by 94% year over year in the latest quarter, driven by its top-tier GPUs used for AI model training [1] - Nvidia trades at a P/E ratio of 51, which is not expensive compared to Apple (41) and Microsoft (36), especially considering its higher projected growth [2] - Wall Street analysts project 51% revenue growth for Nvidia in FY 2026 [3] Taiwan Semiconductor - TSMC's revenue rose 36% year over year in Q3, driven by its strong AI business, which is projected to triple this year [4] - Wall Street analysts expect TSMC's revenue to grow about 25% in 2025 [4] - TSMC trades at 31 times trailing earnings, cheaper than Apple and Microsoft, despite faster growth [5] - TSMC is a dominant chip manufacturer for companies like Nvidia and Apple, with the best chip foundries in the business [9] MercadoLibre - MercadoLibre is a Latin American e-commerce giant with a significant presence in fintech, often compared to Amazon combined with PayPal [6] - The company has sustained over 30% growth for a long time, with incredible results for shareholders [11] - MercadoLibre's revenue is projected to grow 24% in 2025, but it has struggled with bad debt in its fintech division, impacting profits [11] - The company trades at 61 times trailing earnings, but its forward P/E ratio of 38 for 2025 is more attractive [12] - MercadoLibre's operating revenue grew 35.27% year over year in the latest quarter, with TTM revenue reaching 18.49 billion [10]

Introduction When MercadoLibre, Inc. (NASDAQ:MELI) released its earnings in early November, the stock took a dive. The stock recovered pretty soon, in three weeks, but it's down again now to the same after earnings. That's why I wanted to share ...

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MercadoLibre has more room to grow than many of its e-commerce and fintech peers.Several of the world's leading e-commerce stocks minted a lot of millionaires over the past few decades. For example, a $30,000 investment in Amazon's IPO in 1997 would have blossomed to a whopping $92 million today. That same investment in Shopify's IPO in 2015 would have grown to about $1.3 million.Amazon and Shopify are still both solid long-term plays on the secular growth of the e-commerce market, but it could be tough to ...

I am a MercadoLibre (NASDAQ: MELI ) stock bull, viewing the company as well-positioned for an exceptional long-term annual return that will far exceed the S&P 500 ( SPY ) in the medium term through exposure to high-growth e-commerceOliver Rodzianko is an investment analyst specializing in the technology sector, grounded in timeless value principles. His expertise spans AI, semiconductors, software, and renewable energy, with a focus on companies that demonstrate resilient management and lasting competitive ...