MercadoLibre’s Ecosystem Strengthens, But Rerating Triggers Remain Absent (NASDAQ:MELI)

Core Insights - The analyst rated MercadoLibre (MELI) as a Hold in October, primarily due to concerns regarding valuation and execution rather than the quality of the business or the size of the opportunity [1]. Group 1: Analyst Background - The analyst has over 20 years of experience in quantitative research, financial modeling, and risk management, focusing on equity valuation, market trends, and portfolio optimization [1]. - Previously served as Vice President at Barclays, leading teams in model validation, stress testing, and regulatory finance, which contributed to a deep expertise in both fundamental and technical analysis [1]. - Co-authors investment research with a partner, combining complementary strengths to deliver high-quality, data-driven insights [1]. Group 2: Research Approach - The research approach blends rigorous risk management with a long-term perspective on value creation [1]. - There is a particular interest in macroeconomic trends, corporate earnings, and financial statement analysis, aiming to provide actionable ideas for investors seeking to outperform the market [1].