Investors can't make good investment decisions by only looking at a stock's price.When some investors look at shares of MercadoLibre (MELI -3.18%) trading at close to $2,200, they see an expensive stock. But I see one of the best bargains on the entire stock market for long-term investors.One of the very first lessons an investor must learn is that the price per share doesn't matter without crucial context: How many shares are there?Imagine with me for a moment that there were only 10 shares of MercadoLibre ...

Core Insights - Mercadolibre (MELI) has become a focal point amid recent market volatility, with its stock price dropping by 3.29% on October 3 [1] - The decline in Mercadolibre's stock price is influenced by eBay's announcement to sell 5.5 million shares, expected to raise over $1 billion, which increases market supply pressure [1] - Despite recent fluctuations, Mercadolibre's stock has risen by 39.96% since the beginning of the year, prompting investors to reassess the stock's value [1] Market Dynamics - eBay's share sale eliminates any potential acquisition premium, contributing significantly to the stock price decline [1] - The strong upward trend in Mercadolibre's stock typically leads to natural price corrections as investors reevaluate the company's value [1] - Broader economic data, industry trends, and global events continue to impact stock price volatility [1] Investor Considerations - Investors are advised to remain calm in the face of short-term market instability caused by the recent share sale [1] - The stock price correction may not indicate a deterioration in the company's fundamentals but rather a reassessment of its intrinsic value [1] - Monitoring the company's financial reports and industry dynamics is essential for identifying potential positive factors [1]

Core Insights - MercadoLibre is experiencing a 10% decline in stock value due to increased competition from Amazon in Brazil, its largest market [1][2] - Amazon's aggressive strategy includes waiving logistics fees and take rates for new Brazilian merchants during the holiday season [2] - Despite the competition, MercadoLibre's strong logistical network and diverse fintech solutions position it well in the market [4][5] Competitive Landscape - Amazon is expanding aggressively in Brazil, but it is still considered an underdog compared to its dominance in the U.S. [3] - MercadoLibre has a robust ecosystem that includes e-commerce and fintech, making it difficult for competitors to disrupt its business [4][5] - Other competitors like Walmart, Costco, Sea Limited's Shopee, and Chinese companies such as Shein and PDD Holding's Temu are also entering the Latin American market [6][7] Market Potential - Latin America is viewed as a promising growth area for e-commerce, indicating that competition will continue to intensify [5] - MercadoLibre has shown significant growth over the past decade, being described as a "24-bagger," highlighting its potential for future growth [5]

来源：市场资讯 尽管近期存在波动，Mercadolibre自年初以来股价累计上涨了39.96%。如此强劲的上涨趋势通常会促使 投资者对股票的价值进行重新评估，导致股票价格进行自然回调。此外，公司表现虽然一直良好，但随 着经济数据、行业趋势和全球事件的变化，这些因素也持续在股价波动中发挥作用。 面对这样的市场环境，投资者在决策过程中应保持冷静。尽管Mercadolibre的大规模股份出售短期内带 来了不稳定因素，但从长远来看，这种资金的重新分配可能为投资者创造新的机会。需要注意的是，股 价的回调并不必然意味着公司基本面的恶化，而可能是市场对其内在价值的重新审视。投资者可以关注 公司的财务报告以及行业动态，捕捉潜在的利好因素。 然而，投资风险管理依然是关键所在。在经济数据和全球事件持续变化的背景下，股价波动的不确定性 依然存在。因此，投资者应根据自身的风险承受能力和投资目标，制定符合自身情况的策略，以应对市 场波动。保持对市场信息的敏感度，并灵活调整投资组合，可能是应对这种复杂市场环境的有效策略。 （来源：美股情报站） 10月2日，Mercadolibre（MELI）的股价以3.20%的幅度上涨，虽然盘中最低价创 ...

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.I first wrote about MercadoLibre (NASDAQ: MELI ) in early June. At that time, I rated the stock a “hold,” as I believed that its price-to-earnings multiple of 50 was unjustified, especially as beating its earningsAmrita runs a boutique family office fund in beautiful Vancouver, where she leads the investment strategy for the f ...

Group 1 - The article discusses the investment strategy of a family office fund led by Amrita, focusing on sustainable, growth-driven companies that aim to maximize shareholder equity [1] - Amrita has a background in high-growth supply-chain start-ups and has experience working with venture capital firms, which has contributed to her investment acumen [1] - The newsletter "The Pragmatic Optimist," co-founded by Amrita, emphasizes democratizing financial literacy and simplifying complex macroeconomic concepts for better understanding [1] Group 2 - The article mentions that MercadoLibre (NASDAQ: MELI) was previously rated a "hold" due to an unjustified price-to-earnings multiple of 50 [1]

Core Insights - MercadoLibre is a promising investment due to its growth optionality, allowing it to expand into new markets despite its current size of $120 billion and a 30% increase in 2025 [1][2] Market Expansion - The company has 71 million monthly active buyers who spent over $15 billion in the last quarter, with Brazil, Argentina, and Mexico making up 96% of total sales, indicating significant growth potential in other Latin American countries [3] - Latin America has 50% more people than the United States, yet its e-commerce penetration is only half that of the U.S., highlighting a vast opportunity for growth [4] Advertising Growth - MercadoLibre increased its share of the Latin American digital ads market from 1.5% in 2019 to 6.7% in 2024, making it the third-largest advertiser in the region, with a 38% sales growth in the second quarter [5] - The Latin American retail media market is expected to triple in size between 2024 and 2028, suggesting continued growth for MercadoLibre in this segment [5] Business-to-Business (B2B) Initiatives - The company launched its B2B offering, enabling 4 million users to make wholesale purchases, with management estimating this market to be four times the size of its existing consumer marketplace [6] Fintech and Credit Services - With 68 million monthly active fintech users, MercadoLibre is positioned to disrupt the underbanked and cash-heavy payment landscape in Latin America [7] - The company has 35 million users in its credit portfolio, with 60% previously having no credit offers, and continues to grow sales by over 30% quarter after quarter [7]

Group 1 - Mercado Libre's shares experienced a significant decline of 6.8% on October 1, following a 6.6% drop on September 30, marking the largest two-day slump since November [2] - The decline is attributed to increased competition in Brazil's eCommerce market, particularly due to Amazon Brazil's decision to waive or reduce Fulfillment by Amazon fees for certain sellers during the holiday season, as well as the presence of ultra-cheap goods from Temu and Shein [2][3] - Despite the recent stock decline, Mercado Libre remains the largest eCommerce player in Brazil and Latin America, continuing to invest heavily in the region, including an expansion of its free shipping offer [3][5] Group 2 - The company reported a 34% year-over-year growth in items sold in June, driven by a lower threshold for free shipping [4] - Mercado Libre plans to increase its investment in Brazil by 48%, from approximately $3.7 billion in 2024 to about $5.8 billion in 2025, focusing on logistics, technology, marketing, and increasing its workforce by 14,000 to a total of 50,000 [6] - Additionally, the company announced a $3.4 billion investment in Mexico, its second-largest market, while not disclosing specific plans for Argentina [7] Group 3 - On September 22, Mercado Libre launched a new B2B unit in Argentina, Brazil, Chile, and Mexico, expanding its business beyond the traditional consumer market, with over 4 million users enabled for wholesale purchases [8]

Economic Indicators - US MBA mortgage applications fell by -12.7% in the week ended September 26, with the purchase mortgage sub-index down -1.0% and the refinancing sub-index down -20.6% [1] - The September ISM manufacturing index rose +0.4 to a 7-month high of 49.1, exceeding expectations of 49.0 [6] - The September ADP employment change unexpectedly fell by -32,000, marking the largest decline in 2.5 years, while August was revised lower to -3,000 from +54,000 [5] Market Reactions - Stocks initially moved lower due to the US government shutdown, but later recovered, with the S&P 500 and Nasdaq 100 reaching new all-time highs [2][4] - The dollar index fell to a one-week low, while gold prices climbed to a record high amid risk-off sentiment [2] - Rising corporate earnings expectations are a bullish backdrop for stocks, with over 22% of S&P 500 companies providing guidance for Q3 earnings that are expected to beat analysts' expectations [8] Sector Performance - Pharmaceutical stocks rallied, with AstraZeneca closing up more than +9% and Eli Lilly up more than +8%, driven by hopes from Pfizer's deal with the US government [15] - Chipmakers and AI-infrastructure stocks also saw gains, with Super Micro Computer closing up more than +9% and Micron Technology up more than +8% [16] - Grocery retailers declined after Amazon announced a new private-label food brand, leading to Dollar Tree and Dollar General closing down more than -4% and -3% respectively [22] Upcoming Economic Data - Weekly initial unemployment claims are expected to increase by +7,000 to 225,000, and August factory orders are expected to rise by +1.4% month-over-month [9] - September nonfarm payrolls are anticipated to increase by +51,000, with the unemployment rate expected to remain unchanged at 4.3% [9]

MELI is the most valuable company in LatAm despite also being one of the youngest listed entities in the region, only turning 26 this year.Striving to compound knowledge. Long-time fan of Warren and Charlie. Always invert. "To finish first, you must first finish". Investing own and family funds for +20 years. Senior finance roles at public and private corporations for most of that time.Analyst’s Disclosure:I/we have a beneficial long position in the shares of MELI either through stock ownership, options, or ...