In this article, we will examine the Michael Burry Stock Portfolio: 6 Stocks to Buy.Michael Burry needs no introduction on Wall Street. He is best known for accurately predicting the 2008 financial crisis and betting against the US housing market, from which he went on to make a fortune. The legendary investor was once again making waves by selling off numerous positions through his fund, Scion Asset Management, in May.Burry slashed the number of stocks in his portfolio to roughly half. He exited Chinese st ...

Core Insights - RedCloud Holdings plc has announced partnerships with Mercado Pago in Argentina, Shop2Shop in South Africa, and MoniePoint in Nigeria, integrating its RedAI intelligent trading technology with payment networks that collectively serve over 63 million users [1][12]. Group 1: Partnerships and Integrations - The partnership with Mercado Pago, which serves 53 million active users, will provide instant settlement and real-time reconciliation, along with the first embedded credit offering within the RedAI platform [4]. - Shop2Shop will enable South African customers to make secure payments, replacing cash transactions and enhancing safety for both customers and distributors [5]. - MoniePoint will offer additional payment options for Nigerian customers, facilitating near real-time trade settlements and an anticipated trade finance solution launching in Q4 2025 [6]. Group 2: Market Challenges and Solutions - Digital payment friction is identified as a significant barrier to seamless trade in supply chains valued at $14.6 trillion annually, contributing to a $2 trillion inventory gap [2]. - The new payment options aim to address the challenges of secure and immediate payment methods, which are crucial for inventory trading [3]. Group 3: Future Developments - The partnerships are part of a broader strategy to create a RedAI Universal Payments Protocol (UPP), which aims to unify various payment methods into a single API for enhanced trade efficiency [7].

MercadoLibre has long been seen as the Amazon of Latin America -- but it's increasingly clear that its story is more complex.When investors think about MercadoLibre (MELI -0.73%), the story has always sounded straightforward: a dominant e-commerce and fintech platform with enormous growth potential in Latin America. The company has been called the "Amazon" of the region, and for years, that comparison worked.But the latest results suggest a more nuanced reality. Growth is still strong, yet profitability is ...

Key Takeaways MELI shares have fallen 13% in three months, underperforming the sector and industry peers.MELI earns over 90% of revenues from Brazil, Argentina and Mexico, amplifying FX and policy risks. MELI's forward P/E stands at 36.63X, well above industry and sector averages, indicating premium valuation. MercadoLibre (MELI) shares have declined 13% over the past three months, underperforming the Zacks Retail-Wholesale sector and the Zacks Internet-Commerce industry’s growth of 3.4% and 5.7%, respectiv ...

Group 1: Arm Holdings - Arm is a British chipmaker that designs CPU architectures and licenses its intellectual property to other companies for custom chip development [3] - The company has gained market share in data centers, with over 70,000 enterprises using Arm server CPUs, a 14-fold increase in four years [4] - Nvidia owns a $178 million stake in Arm and has built its Grace CPU on Arm architecture, with other major companies like Amazon, Alphabet, and Microsoft also designing Arm-based server CPUs [5] - Arm reported a 12% increase in total sales to $1 billion, but missed expectations on the top line, with operating margin contracting by 8 percentage points due to increased R&D spending [6] - Wall Street estimates Arm's adjusted earnings will grow at 23% annually through March 2027, making its current valuation of 87 times earnings appear expensive [7] - Coatue estimates Arm will be worth $787 billion by 2030, implying a 430% upside from its current market value of $148 billion, equating to nearly 40% annual returns over the next five years [9] Group 2: MercadoLibre - MercadoLibre operates the largest online marketplace in Latin America, where e-commerce accounts for only 15% of total retail sales, compared to over 30% in the U.S. [8] - The company accounted for about 28% of retail e-commerce sales in Latin America last year, with projections to reach 30% market share by 2026 [8] - MercadoLibre has established its leadership by providing logistics, payments, and advertising services, creating a robust ecosystem for merchants [9] - The company reported a 34% increase in total revenue to $6.8 billion, with 29% growth in the commerce segment and 40% growth in the fintech segment [11] - Wall Street expects MercadoLibre's earnings to grow at 32% annually over the next three years, making its current valuation of 58 times earnings appear reasonable [12] - Coatue estimates MercadoLibre will be worth $300 billion by 2030, implying a 150% upside from its current market value of $120 billion, equating to 20% annual returns over the next five years [9]

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 ...

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 ...

Core Insights - MercadoLibre (MELI) is facing challenges in sustaining its aggressive credit expansion strategy, with signs that rapid lending growth may negatively impact profitability in upcoming quarters [1][4] Group 1: Credit Portfolio and Profitability - The total credit portfolio increased by 91% year over year to $9.3 billion in Q2 2025, but the Net Interest Margin After Losses decreased to 23% from 31.1% a year ago, indicating potential erosion of returns [1][8] - The credit card segment grew 118% year over year to $4 billion, now representing 43% of the total portfolio, up from 37% last year; however, credit cards have lower margins and only recently reached breakeven [2][4] - Provisions for doubtful accounts rose by 57% year over year to $690 million, suggesting that underwriting discipline will be tested as the company expands in volatile markets [2][3] Group 2: Earnings and Economic Environment - Net income for Q2 slipped 1.6% year over year to $523 million, as credit costs offset growth in commerce and payments [3] - Economic uncertainty in Argentina, following corruption charges against President Javier Milei, and Brazil's history of delayed credit card payments add to the challenges for MELI [3][4] Group 3: Competitive Landscape - Regional fintech competition is intensifying, with Sea Limited and Nu Holdings navigating margin pressures; Nu Holdings has maintained stronger credit discipline compared to MELI's aggressive credit card growth strategy [5] - Sustainable lending growth is suggested to depend on balanced risk management, highlighting vulnerabilities in MELI's current approach [5] Group 4: Stock Performance and Valuation - MELI shares have increased by 46.5% year-to-date, outperforming the Zacks Internet–Commerce industry and the Zacks Retail-Wholesale sector, which rose by 12.2% and 8.6%, respectively [6] - The stock is currently trading at a forward 12-month Price/Sales ratio of 3.8X, compared to the industry's 2.26X, indicating a higher valuation [10] - The Zacks Consensus Estimate for 2025 earnings is $44.43 per share, reflecting a 17.88% year-over-year growth, with a Zacks Rank of 4 (Sell) [13]

Group 1 - Financial giants have shown a bearish sentiment towards MercadoLibre, with 45% of traders exhibiting bearish tendencies compared to 27% bullish [1] - A total of 22 unusual trades were identified, with 7 puts valued at $940,837 and 15 calls valued at $790,535 [1] - The average open interest for MercadoLibre options is 94.45, with total volume reaching 165.00, indicating significant trading activity [3] Group 2 - Whales have targeted a price range for MercadoLibre between $2080.0 and $2800.0 over the last 3 months [2] - The current trading price of MercadoLibre is $2474.45, reflecting a decrease of 1.45% [14] - An industry analyst has set an average target price of $2900.0 for MercadoLibre [11] Group 3 - MercadoLibre operates the largest e-commerce marketplace in Latin America, with over 218 million active users and 1 million active sellers [10] - The company generates revenue from various sources, including final value fees, advertising royalties, payment processing, and interest income from lending [11] - Anticipated earnings release for MercadoLibre is in 41 days [14]

Core Insights - Mercado Libre has launched a new B2B unit in Argentina, Brazil, Chile, and Mexico, expanding its business beyond the traditional consumer market [1][2] - The company has over 4 million users enabled for wholesale purchases, indicating significant user engagement in this new segment [2] - In Q2, Mercado Libre reported a 34% year-over-year revenue increase, reaching $6.8 billion, with strong growth in both its commerce and FinTech sectors [3] Business Expansion - The new B2B unit is part of a broader strategy to enhance the company's offerings in eCommerce and digital financial services across 18 countries [2][3] - The company is actively pursuing disciplined investments and execution to strengthen its leadership in eCommerce, FinTech, and digital advertising in Latin America [4] Financial Performance - Mercado Libre's revenue growth reflects strong momentum in its business operations, with double-digit growth reported in the second quarter [3] - The company has expanded its free shipping program in Brazil and launched high-impact marketing campaigns for its FinTech unit, Mercado Pago [4] Regulatory Environment - Mexico's antitrust watchdog Cofece has identified that Mercado Libre and Amazon create barriers to competition for sellers but will not impose corrective measures due to uncertainty about consumer benefits [6]