Group 1 - MercadoLibre (MELI) presents an investment opportunity despite recent performance volatility, primarily influenced by the market environment [1] - The company has continued to advance significantly, indicating resilience and potential for growth [1] Group 2 - The analyst has extensive experience in researching various industries, including commodities and technology, which may provide valuable insights into investment opportunities [1] - The focus has shifted to a value investing-oriented platform, highlighting a commitment to thorough company analysis [1]

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Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity Strategy” investor letter for the fourth quarter of 2025. A copy of the letter can be downloaded here. Global equity markets delivered robust results in the quarter, backed by easing inflation trends and strong economic data. The Hardman Johnston Global Equity Strategy returned 2.91%, net of fees, compared to the MSCI AC World Net Index’s 3.29% gain. The Financials and Consumer Staples sectors c ...

MercadoLibre operates a leading e-commerce and fintech platform serving merchants and consumers across Latin America.On January 26, 2026, Generali Powszechne Towarzystwo Emerytalne disclosed a buy of MercadoLibre(MELI +3.21%) stock, increasing its stake in the Uruguay-based conglomerate.What happenedAccording to a Securities and Exchange Commission (SEC) filing dated January 26, 2026, Generali Powszechne Towarzystwo Emerytalne increased its position in MercadoLibre by 5,030 shares. The estimated transaction ...

Latin American stocks have been on a rip-roaring rally over the past 12 months—even with the steep Liberation Day drawdown tossed in the mix. The iShares Latin America 40 ETF ( ILF ) is up 64% from a year ago, outperforming both theFreelance Financial Writer | Investments | Markets | Personal Finance | RetirementI create written content used in various formats including articles, blogs, emails, and social media for financial advisors and investment firms in a cost-efficient way. My passion is putting a narr ...

Core Viewpoint - The recent operations by the Trump administration in Venezuela have significantly impacted the global geopolitical landscape, leading to potential changes in U.S. interventionist policies in Latin America [1]. Group 1: Geopolitical Impact - The Trump administration's actions in Venezuela are stirring the geopolitical order globally [1]. - Companies in Latin America are facing the possibility of increased interventionist policies from the United States [1]. Group 2: Industry Insights - Gary Alexander has extensive experience in covering technology companies on Wall Street and working in Silicon Valley, contributing to his insights on industry trends [1]. - He has been a contributor to Seeking Alpha since 2017 and has been quoted in various web publications, indicating his influence in the investment community [1].

Core Insights - MercadoLibre is positioned to dominate the e-commerce and fintech landscape in Latin America, drawing comparisons to Amazon's growth trajectory in North America [1] - Amazon remains unmatched in global e-commerce size and scale, with diversified revenue streams including AWS and advertising [2] - MercadoLibre is experiencing significant growth, particularly in its fintech arm, Mercado Pago, which has seen a 29% year-over-year increase in monthly active users and an 83% growth in its credit portfolio [5] Company Performance - Amazon's stock has underperformed the S&P 500 over the past year and five years, indicating a potential shift from a growth stock to a value stock as the business matures [3] - MercadoLibre's market capitalization stands at $105 billion, with a current price of $2076.83 and a gross margin of 45.14% [4] - Mercado Pago's user base has reached 72 million monthly active users, reflecting the region's increasing adoption of digital banking and e-commerce technology [5] Market Trends - Latin America is identified as the fastest-growing e-commerce market globally, leading to an increase in digital payment methods among consumers [7] - MercadoLibre has maintained 27 consecutive quarters of growth above 30% year-over-year, highlighting its strong market position [6]

Group 1: Realty Income - Realty Income, a real estate investment trust (REIT), has not recovered from the pandemic sell-off and is currently trading at a near 25% discount from its all-time high [2][4] - The company has approximately 15,500 single-tenant commercial properties with an occupancy rate of nearly 99%, and it continues to expand through acquisitions and development [4] - Realty Income's monthly dividend has increased annually since 1994, currently at $3.24 per share, resulting in a dividend yield of 5.3% [5] - The stock trades at 14 times its funds from operations (FFO) income of $4.20 per share, indicating potential value [5] - Falling interest rates may reduce interest expenses, allowing for more capital to be invested in expansion, which could attract more investors [6] Group 2: MercadoLibre - MercadoLibre has historically provided significant returns through its e-commerce, fintech, and logistics services in Latin America, even during economic turmoil [7] - Recently, the stock has faced challenges due to increased e-commerce competition and a 58% rise in provisions for doubtful accounts, leading to a 20% discount from its 52-week high [8][9] - Despite these challenges, revenue grew by 37% in the first three quarters of 2025, with potential economic improvements in Argentina and Venezuela further supporting growth [10] - The company's P/E ratio stands at 52, significantly higher than the S&P 500 average of 31, suggesting that a recovery in stock price is plausible as revenue growth may accelerate [11]

Core Viewpoint - MercadoLibre, Inc. (NASDAQ:MELI) is currently viewed as one of the best stocks to buy, with a strong analyst sentiment supporting its growth potential driven by AI advancements and platform efficiencies [1][2]. Analyst Sentiment - Over 90% of analysts are bullish on MercadoLibre, setting a consensus price target of $2,800, indicating an upside potential of 28.50% [2]. - Cantor Fitzgerald highlighted that the global internet stocks, including MercadoLibre, are entering a golden age of AI synergy, with the sector outperforming the Nasdaq by approximately nine points in 2025 [3]. - Wedbush has reduced its price target for MercadoLibre from $2,800 to $2,700 while maintaining an 'Outperform' rating, citing increased spending in logistics and marketing for 2026 [4]. Company Overview - MercadoLibre operates as Latin America's leading e-commerce and fintech ecosystem, facilitating digital commerce, payments, logistics, and credit across multiple countries [5]. Market Trends - The investment landscape is shifting towards AI-enabled efficiencies, with MercadoLibre identified as a key player capable of accelerating revenue growth through these advancements [3].

Core Insights - Pictet North America Advisors increased its stake in MercadoLibre by acquiring 2,703 shares, raising total holdings to 9,342 shares, with an estimated transaction value of $5.68 million [2][3] - MercadoLibre's market capitalization is over $106 billion, with a revenue of $26.19 billion and a net income of $2.08 billion for the trailing twelve months [4][6] - The company's share price as of January 15 was $2,098.85, reflecting a 14.2% increase over the past year, although it underperformed the S&P 500 by approximately 2.53 percentage points [3] Company Overview - MercadoLibre operates as a leading e-commerce and fintech platform in Latin America, employing over 84,000 individuals and integrating digital commerce with financial services [6] - The company offers a comprehensive suite of services, including online marketplace transaction fees, payment processing, credit products, logistics services, and digital advertising [8] - The platform connects consumers, merchants, and businesses, leveraging a robust logistics and payments infrastructure to drive network effects [6][8] Financial Performance - In the latest quarterly report, MercadoLibre posted $7.4 billion in revenue, marking a 39% year-over-year increase, and a net income of $421 million [9] - Total payment volume reached $71.2 billion in the quarter, with fintech monthly active users climbing to 72 million, indicating strong user engagement [10] - The credit portfolio expanded to $11 billion year-over-year without a decline in asset quality, suggesting sustainable growth driven by operational efficiency [10] Market Position - Despite underperforming the U.S. market last year, MercadoLibre continues to gain market share in the e-commerce and digital payments sectors, which remain underpenetrated in Latin America [11] - The company's scale and integrated approach to commerce, payments, logistics, and credit position it favorably for long-term growth [11]