Leila Melhado MercadoLibre (NASDAQ:MELI) has been on a great run this year, with shares increasing by 38% and finally reaching a new all-time high after 2021. In this article, I want to briefly assess the last quarter and then look at the capital efficiency (reinvestment and return of capital) that led to this stellar performance over the last five years. Shares are up 238% in this time. You can find my last MELI article here. MercadoLibre share price (Seeking Alpha) Q2 earnings follow-up MELI had an except ...

Felipe Gustavo S Borges Investment Thesis As LATAM is projected to grow significantly over the coming decades and internet access increases, the e-commerce boom is expected to continue. The strongest player by market share is MercadoLibre (NASDAQ:MELI), defended by strong competitive advantages in the form of a strong brand, network effect, and scale advantages. Although competitors like Amazon (AMZN) remain, my main concern is management taking more risks to achieve growth for the company. This signals to ...

Robert Way My Coverage & Thesis Update Back in May 2024, I initiated coverage of MercadoLibre, Inc. (NASDAQ:MELI) stock with a "Buy" rating, calling it "a growth beast at a reasonable price". My argumentation was mainly based on the firm's significant growth I saw in its fintech division, with a credit portfolio exceeding $4.4 million and the issuance of 1.5 million credit cards at the time. I expected a continued contraction of MELI's key valuation multiples amid rising earnings of the business, which ...

MercadoLibre (MELI) has shown impressive resilience and growth, with its share price increasing 25.7% in the past month. This stellar performance underscores investor confidence in the company's strong fundamentals despite broader economic uncertainties.MELI’s gain not only compared favorably with the Zacks Internet-Commerce industry’s decline of 1.6% over the same period but also outpaced the broader Zacks Retail-Wholesale sector and the S&P 500’s returns of 2.6% and 2.7%, respectively.The outperformance c ...

Is it time to get on the bandwagon with these three hot stocks?No one can deny it -- the stock market is on fire. As of this writing, the S&P 500 has closed at an all-time high on 38 occasions this year and is up more than 18% year to date. So, it's no surprise that there are lots of stocks making new 52-week highs. But that doesn't mean it's too late to invest in some excellent stocks. Let's examine three in more depth. WalmartFirst up is Walmart (WMT 0.44%). Up 40% year to date and 42% over the last 12 mo ...

MercadoLibre has filed a complaint with Argentina’s competition regulator, alleging that Argentine banks are using an anti-competitive tactic against the company’s FinTech arm, Mercado Pago.In its legal complaint filed with the country’s National Commission in Defense of Competition, MercadoLibre accused the banks of “illegally concentrating” under one payments platform, Bloomberg reported Monday (Aug. 26).“The 36 banks that are part of the MODO wallet make up a cartel to avoid competing between its own dig ...

Stanley Druckenmiller, a renowned investor with a stellar track record, has made headlines with his family office, Duquesne, selling its position in NVIDIA NASDAQ: NVDA after accurately predicting the AI boom and NVDA's subsequent surge. Druckenmiller first invested in NVIDIA in the fourth quarter of 2022, showcasing his keen market insight. He attributes his success not to intelligence but to disciplined investing, a principle that has served him well.His recent market moves are closely watched, and thanks ...

We Are Investment thesis My previous bullish thesis about MercadoLibre's stock (NASDAQ:MELI) aged extremely well as the stock delivered a 20.5% price increase since early May. The U.S. stock market returned around 8% to investors over the same period. The company recently delivered a staggering Q2 earnings report, with all the most vital metrics demonstrating immense growth momentum. MELI operates across emerging markets and thriving industries, which are apparent powerful tailwinds that power growth. Moreo ...

These stocks could help you build a millionaire-maker portfolio.Cathie Wood is known for her focus on disruptive technology. Her company, Ark Invest, invests in high-growth tech stocks for its exchange-traded funds (ETF), each of which has a specific focus.Not surprisingly, Ark's stocks tend to do better in bull markets but often come with a lot of risk. In general, buying an ETF gives you exposure to a group of stocks and reduces your overall risk. But when most of the stocks are risky, that isn't necessar ...

The stocks have jumped on their earnings report. Here's why they could keep rallying.August has been a rocky month for investors thus far, with a sell-off induced by economic fears and a tough earnings season for a number of popular AI stocks.However, some stocks have passed the earnings test with flying colors and look poised for further gains. Without further ado, keep reading to see these three stocks that look like screaming buys today. 1. MercadoLibreOne of the strongest stocks in the e-commerce sector ...