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 ...

For a diversified business like MercadoLibre, Inc. (NASDAQ: MELI ), a Buy thesis is not about the scope and market size. That is known and acknowledged. An analysis of MercadoLibre should be more around what kind of scenarios are required for theI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice Pres ...

MercadoLibre, Inc. (NASDAQ:MELI) is one of the 14 Stocks That Will Double in the Next 5 Years. Cantor Fitzgerald Raises its Price Target on MercadoLibre, Inc. (MELI) to $2,900 with an Overweight Rating On September 24, 2025, Cantor Fitzgerald raised its price target on MercadoLibre, Inc. (NASDAQ:MELI) from $2,700 to $2,900 with an Overweight rating, highlighting the Latin American e-commerce giant’s robust growth prospects. Despite underperforming the NASDAQ by 4 points since Q2 due to macroeconomic and ...

JR Research is an opportunistic investor. He was recognized by TipRanks as a Top Analyst. He was also recognized by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. He identifies attractive risk/reward opportunities supported by robust price action to potentially generate alpha well above the S&P 500. He has also demonstrated outperformance with his picks. He focuses on identifying growth investing opportunities that present the most attracti ...

Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for the second quarter of 2025. A copy of the letter can be downloaded here. In the second quarter, the fund returned 16.61% compared to 11.53% for the MSCI ACWI Index Net. The firm seeks to invest in high-quality businesses that possess sustainable competitive advantages and experience profitable growth, especially when these companies are trading at a substantial discount to their intrinsic value. In additio ...

MercadoLibre, Inc. (NASDAQ:MELI) is one of the 12 Stocks with Consistent Growth to Invest In. The company launches a new B2B unit following a strong second quarter. MercadoLibre Launches B2B Unit to Capture Expanding Latin American Market On August 4, 2025, MercadoLibre, Inc. (NASDAQ:MELI) reported a 30% year-over-year increase in revenue for Q2 2025. The company recorded $825 million as income from operations. During the quarter, the company has also attracted new users and increased engagement by succ ...

Company Performance - MercadoLibre's stock closed at $2,501.31, reflecting a +1.33% change from the previous day's closing price, outperforming the S&P 500's daily gain of 0.26% [1] - Over the past month, shares of MercadoLibre have decreased by 0.18%, underperforming the Retail-Wholesale sector's gain of 0.76% and the S&P 500's gain of 2.87% [2] Earnings Expectations - The upcoming earnings report is anticipated to show an EPS of $9.88, representing a 26.18% increase from the same quarter last year, with projected net sales of $7.17 billion, up 35.05% year-over-year [3] - For the full year, earnings are expected to be $44.43 per share and revenue is projected at $27.78 billion, indicating increases of +17.88% and +33.72% respectively from the previous year [4] Analyst Sentiment - Recent revisions to analyst forecasts for MercadoLibre are crucial as they reflect changing business trends, with upward revisions indicating positive sentiment towards the company's operations and profit generation capabilities [5] - The Zacks Rank system currently rates MercadoLibre at 4 (Sell), with no changes in the consensus EPS estimate over the past month [7] Valuation Metrics - MercadoLibre's Forward P/E ratio stands at 55.56, which is significantly higher than the industry average of 22.36, while its PEG ratio is 1.61 compared to the Internet - Commerce industry's average PEG ratio of 1.47 [8] Industry Context - The Internet - Commerce industry, part of the Retail-Wholesale sector, holds a Zacks Industry Rank of 71, placing it in the top 29% of over 250 industries, indicating strong performance potential [9]

Market Analysis by covering: Nasdaq 100, S&P 500, MercadoLibre Inc, Telecom Argentina SA ADR. Read 's Market Analysis on Investing.com ...

Performance Overview - Baron FinTech Fund rose 9.26% in the quarter ended June 30, 2025, underperforming the FactSet Global FinTech Index which gained 13.82% [3][4] - Since inception, the Fund has achieved a 12.53% annualized return compared to 4.55% for the Benchmark [3][4] Market Conditions - U.S. equity markets experienced gains amid volatility, influenced by President Trump's tariff announcements and subsequent negotiations [5] - The "Magnificent Seven" stocks led the S&P 500 Index gains, appreciating over 20% during the quarter [6] Fund Performance Analysis - Underperformance against the Benchmark was attributed to stock selection in Information Services, Payments, and Tech-Enabled Financials [7] - The Fund's high exposure to Financials, which lagged the broader Index by over 5%, also contributed to underperformance [7] Sector Performance - Information Services faced widespread weakness, particularly from Fair Isaac Corporation and Verisk Analytics due to regulatory pressures and market rotation [8] - Payments sector was negatively impacted by Fiserv's weaker-than-expected earnings and slowing payment volumes [9] - Tech-Enabled Financials saw declines in insurance holdings, reflecting a market shift away from defensive sectors [10] Top Contributors - Robinhood Markets was the largest contributor, benefiting from increased trading activity and new crypto-related products [11][13] - MercadoLibre reported strong results with revenue up 37% and total payment volume up 72% [12][14] - Intuit's shares rose after better-than-expected quarterly results, with revenue growing 15% [15] Top Detractors - Fiserv detracted from performance due to concerns over Clover's payment volume growth [16] - The Progressive Corporation faced investor concerns about premium growth moderation despite strong performance metrics [17] - Clearwater Analytics saw a decline in shares despite solid earnings, as investors sought assurance on integration of recent acquisitions [18] Portfolio Structure - As of June 30, 2025, the Fund held 46 positions, with the top 10 holdings representing 40.9% of net assets [20] - The Fund's investments are segmented into seven themes, with Tech-Enabled Financials at 28.0% and Information Services at 20.9% [21] Recent Activity - The Fund made a new investment in Ategrity Specialty Insurance, focusing on the less competitive E&S market [26][28] - Increased positions in The Charles Schwab Corporation and CME Group were noted due to improving fundamentals and market conditions [29][30] Outlook - The economic outlook has improved, with positive trade developments and stable consumer finance trends supporting the Fund's holdings [33] - The Fund remains focused on investing in competitively advantaged growth companies within the fintech sector [34]

Core Perspective - Investors are increasingly interested in overseas stocks, particularly as the S&P 500 and NASDAQ 100 are near all-time high valuations [1] Group 1: Emerging Market Opportunities - Analysts at Goldman Sachs maintain a bullish outlook on emerging equities, anticipating continued outperformance as global central banks may enter a multi-year easing cycle [2] - A declining dollar index is expected to support overseas valuations [2] - Investors are encouraged to create a watchlist of strong technology companies in emerging markets, such as NIO Inc., MercadoLibre Inc., and Telecom Argentina, which are currently under the radar of major players [3] Group 2: NIO Inc. Analysis - NIO reported a 25% increase in vehicle deliveries, rising from 57,373 units in Q2 2024 to 72,056 units in Q2 2025, indicating growing consumer demand [5] - Despite not yet achieving net profitability, the momentum in deliveries suggests potential for future profitability [6] - NIO's price-to-book (P/B) ratio stands at 18.6x, significantly higher than the auto sector's average of 2.9x, reflecting investor confidence in its future potential [7] Group 3: MercadoLibre Insights - MercadoLibre is the leading e-commerce platform in South America, benefiting from a growing middle class and increasing disposable income in countries like Brazil and Argentina [8][9] - The company is projected to deliver an EPS of $13.79 for Q4 2025, representing a 34% increase from the current EPS of $10.31 [10] - Analysts have set a price target of $2,900 for MercadoLibre, indicating a potential upside of 16% compared to the current consensus price of $2,828.33 [11] Group 4: Telecom Argentina Overview - Telecom Argentina serves 34.6 million active users, covering 74% of the country's population, positioning it as a near-monopoly in the telecommunications sector [14] - The company is expected to benefit from the growth of 5G and fiber technology, which will enhance productivity and profits [13] - Analysts have set a target price of $10.23 for Telecom Argentina, suggesting a 36.2% upside from current levels [16]