alvarez/E+ via Getty Images We previously covered MercadoLibre, Inc. (NASDAQ:MELI) in September 2023, discussing its solid prospects over the next few years, thanks to its well-diversified vertically-integrated offerings across online retail, logistics, fintech, and advertising. Combined with the management's efforts to aggressively grow market share profitably, we had confidently reiterated the stock as a long-term buy, preferably after a moderate pullback to $1.1K. In this article, we shall discuss why ou ...

toeytoey2530 Investment Thesis We all know the outstanding performance that Amazon has presented in the last decade and the great ecosystem that it has managed to set up, benefiting the user and the company at the same time. However, there is a company that has managed to create something similar in a neglected geographical location, difficult to operate (providing competitive advantages in the form of know-how) and that presents greater growth thanks to its structural characteristics. In this article I wou ...

Maxiphoto Investment thesis MercadoLibre (NASDAQ:MELI) is an absolute sensation. The company demonstrates monster profitability and the current revenue growth momentum is massive. Long-term consensus earnings estimates are very optimistic and my analysis suggests that it is fair given strong secular tailwinds behind MELI's back. The company's business model is like a snowball where large scale provides it with the massive competitive edge. Furthermore, my valuation analysis suggests the stock is substan ...

MercadoLibre, Inc. (NASDAQ:MELI) Q3 2023 Earnings Conference Call November 1, 2023 5:00 PM ET Company Participants Richard Cathcart - IR Officer Marcos Galperin - CEO Martin de los Santos - CFO Osvaldo Gimenez - President, Fintech Ariel Szarfsztejn - Commerce EVP Conference Call Participants Andrew Ruben - Morgan Stanley Irma Sgarz - Goldman Sachs Marcelo Santos - JPMorgan Maria Clara Infantozzi - Itau BBA Kaio Prato - UBS Scott Devitt - Wedbush Melissa Byun - Bank of America Marvin Fong - BTIG Trevor Young ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _________________________________ FORM 10-Q _________________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 -OR- o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to _________ Commission file number 001-33647 ____________________________ ...

MercadoLibre, Inc. (NASDAQ:MELI) Q2 2023 Results Conference Call August 2, 2023 5:00 PM ET Company Participants Richard Cathcart - Investor Relations Officer Pedro Arnt - Chief Financial Officer Osvaldo Gimenez - President, Fintech Ariel Szarfztejn - Commerce EVP Conference Call Participants Irma Sgarz - Goldman Sachs Bob Ford - Bank of America Andrew Ruben - Morgan Stanley Marcelo Santos - JPMorgan Deepak Mathivanan - Wolfe Research Stephen Ju - Credit Suisse Maria Clara Infantozzi - Itau BBA Kaio Prato - ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _________________________________ FORM 10-Q _________________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2023 -OR- o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to _________ Commission file number 001-33647 _________________________________ ...

MercadoLibre, Inc. (NASDAQ:MELI) Q1 2023 Earnings Conference Call May 3, 2023 5:00 PM ET Company Participants Pedro Arnt - CFO Osvaldo Gimenez - President, Fintech Conference Call Participants Andrew Ruben - Morgan Stanley Irma Sgarz - Goldman Sachs Marcelo Santos - JPMorgan Thiago Macruz - Itau Pedro Pinto - BBI Geoffrey Elliott - Autonomous Research Deepak Mathivanan - Wolfe Research Stephen Ju - Credit Suisse Neha Agarwala - HSBC Robert Ford - Bank of America Merrill Lynch Trevor Young - Barclays Jam ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 _________________________________ FORM 10-Q _________________________________ (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2023 -OR- o TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from _________ to _________ Commission file number 001-33647 ________________________________ ...

Investor Presentation Fourth Quarter 2022 Results February 23rd, 2023 This presentation may contain forward-looking statements relating to such matters as continued growth prospects for the Company, industry trends and product and technology initiatives. These statements are based on currently available information and Certain monetary amounts included elsewhere in this document our current assumptions, expectations and projections about future have been subject to rounding adjustments. Accordingly, figures ...