Reddit Posts
Best Stat to track to decide whether to buy or sell stock?
Reflection of my top and worse performers: MELI, HIMS, CRSPR, BEAM and Intellia
What are the three stocks you are more confident to hold for the next 10 years?
Friendly reminder to short $MELI AND $BMA in anticipation of this Sunday
$MELI small gain, is better than loss :)
Shopify (SHOP): The Canadian eCommerce Giant Ready to Blast Off? 🚀🚀🚀
Moderation in this sub has reached a tipping point - too active, often problematic, and sometimes egregious.
2 e-commerce stocks that could help make you a fortune
3 things about Shopify ($SHOP) that smart investors know.
Dow Jones futures rise; a sale at Silicon Valley Bank closes; Microsoft, Tesla near buy points
MercadoLibre stock moves higher on big bottom line beat (NASDAQ:MELI)
MercadoLibre in talks with META's WhatsApp on business messaging payments
So will Mercado Libre become the “Paypal” of Latin America? Or is it a pump and dump Ponzi scheme?
Investing in e-commerce and fintech, MELI vs SE vs JMIA ?
Investing in e-commerce and fintech, MELI vs SE vs JMIA ?
Is MELI at a reasonable price to buy in? It still has 180 PE ratio
i think i found the perfect short candidate
Filled at 9.00. $MELI calls are free money
Brazil economy grows 1.2% in Q2, beating expectations .. Should help boost Stocks with Brazil exposure (Best tickers: $MELI $NU $IHS ... $VALE ... also, $PAGS or $STNE)
MELI reports after close today… Made a $100k bet it’s gonna pop after it gutted me last year almost as much as SE did. Redemption??
Amazon is planning to launch marketplaces in Nigeria, South Africa, Chile, and Colombia bringing direct competition to MELI and JMIA
Alright bagholders, what are your biggest losers, why did you jump in, and most importantly why are you still holding?
Is anyone buying e-commerce stocks right now? MELI , SHOP , SE , AMZN , BABA?
MercadoLibre rebounds 10% after-hours with impressive earnings
Expected moves this week. SPY, COIN, BYND, SQ, MRNA, BABA, and more.
Companies with insane overvaluations?
Is it normal that a balanced but towards growth portoflio of 20 stocks lost 15% in just a single month?
Hope for MELI and Salescom?
Thoughts on selling SHOP and buying SE or MELI?
$ATVI, $PTON, $MELI - Experts Say These 3 Nasdaq Stocks Are Seriously Undervalued
$MELI argentinian amazon, its come back!
MELI upcoming earnings and technical break out
MELI upcoming earnings and trend break out
$300K Yolo on MELI - 2 days to expire 💸💸💸🚀🚀🚀
Which is the most undervalued one? A) SHOP- $2.9B rev $175B mc B) SNAP- $2.5B rev $120B mc C) MELI- $3.9B rev $75B mc D) ETSY- $1.7B rev $27B mc E) $WISH- $2.5B rev $3B mc
I scanned 150 charts this weekend, here are some growth stock names I'm looking at: MELI, DLO, GLBE, DKNG, PENN
I scanned 150 charts this weekend to buy the dip (or sell CSPs), here are some growth stock names I'm looking at: MELI, DLO, GLBE, DKNG, PENN
Is growth stock investing in age of the internet and algorithmic trading more of a contrarian thing than value investing off financials?
If all stocks dropped 20% today and you could buy only 5, which 5 would you select?
Yahoo recommendations, ratings, and price targets - any way to see which have the best?
Kaspi: e-Commerce & Mobile Payments with 40% net margins growing 40% CAGR @ p/e 15 NTM
MercadoLibre (NASDAQ:MELI) has the highest negative P/E ratio i've ever seen.
$ROOT: When the Squozes keep on squoozing, and shorties keep on shorting...
$ROOT: When the Squozes keep on squoozing, and shorties keep on shorting...
$ROOT: When the Squozes keep on squoozing, and shorties keep on shorting...
$ROOT: Why I think it's the next rocket ship to the Moon!
$ROOT: Another rare 2021 opportunity when The Shorts keep on Shorting, and The Squozes keep on Squoozing...
What stocks and sectors would you bet on with a 2 years timeframe?
Mentions
Sold all my AMZN couple days ago and moved the money to MELI and META. I have no doubt they will bounce back.
I agree MELI will do better because I'm a shareholder and I don't own AMZN or META, nor do I have any interest. Regardless, thinking META/MELI will just do better is a far better decision to sell though than 'I don't see Amazon trucks.'
i don't know. that's could be it. or we just collectively bought less. plus i just think META, MELI from now to 12 months will do better.
Sold all my AMZN just now. My DnD being there has been drastically fewer package delivery trucks passing thru my neighborhood recently. Moving the money to MELI, Meta, and leave some in money market or gold .
I started trading in 2021 and was really rolling in 2022 so I sold a LOT of things too early. NVDA was definitely one of them ($385 fml), AMD was another ($118), also SOFI, MELI, AAPL ($152). I just got hype making it to one year and being able to take all the gains at the long tax rate. Whoops! Helped me transfer some of those gains from a taxable to a Roth, I guess, but... I regret those sales every day lmao.
COIN or MELI +20% first?
I bought 1 share of MELI at $2,000 today. What do y’all think of them right now?
I think it's a testament to how detached we can be come from stock prices when we understand our portfolio. I think I'm down on AMZN, down big on CSU, and down on MELI, but I'm not really phased. I'm more shocked by the biggest winners in my portfolio more than anything else.
Built a decent 3% position in MELI and BN. I have some regrets about how active I was this year, probably would be up way more had I logged in only once a month. But all in all, I feel very good about my portfolio for the short and long term. If I had more money I would truly just spread it across my holdings.
META, pinterest, adobe, betsson, paypal, MELI, uber among others
Bought a few recently to finally add it into my portfolio. That said, I was mentally prepared to see it drop another -10 to -20% and still hold on to it when i clicked the buy button. This shit better work out because I sold a little bit of my JPM for MELI.
How does everyone feel about MELI in its current value? Is it a buy at where it is right now?
Happy to be buying CSU, META, MELI at these prices Happy to have brought TDG, BN and AWK My mega cap tech concentration is greatly reduced. I have also built smaller positions in the following CLMB, HWKN, FEIM, PANW. Was considering V/MA but that idea on the shelf rn due to too many positions.
If you don’t buy COIN, SE or MELI today, please never buy them in your life. OK WHOLE LIFE!!11
I added on 11/14 at \~$2,000/sh. In terms of total cost basis, MELI is my largest and nearly double my 2nd largest. In terms of market value, it's my largest non-ETF position and nearly 50% larger than #2. Ergo, even though the price is better right now than it was last week, I can't keep adding or eventually my entire portfolio will be just MELI lol
You buying any MELI, I started a position at around 1950 .
I bought MELI too early today. Down 5% on my buy haha.
META, MELI, TMDX, FOUR - all great buys today. Uber looks good too
My poor MELI, what has the market done to you.
MELI and SE both look like decent opportunities here
For a non Mag 7 stock, id go with MELI Good growth due to secular tailwind of growth of Latin America. They are the only company to have >30% revenue growth for 27 quarters in a row. Strong moat to weather headwinds with all their logistics/warehouses built out for ecommerce and their mercadopago is almost everywhere and a staple of Argentina economy
I bought into CSU not too long ago. I want to get full exposure into retail right now with MELI & AMZN. AMZN isn't a huge value play, but I can't seem to shake the fact that the market doesn't appreciate the margin increase they could obtain with efficiencies in robotics. I worked in finance for robotics for years, and aside from the Chinese, Amazon is a leader there. I think one of the outcomes of AI will be significantly increased automation of "essential, lower skilled" work. They are also still capacity constrained on Data centers and that tailwind will continue into the next 10 years. MELI falls under a similar story on the retail side, but they have differing tailwinds. They continue to tap into a historically underbanked LATAM region and are key to expanding credit to a large population of people who wouldn't even touch a bank account previously. On the other side of that, they will also benefit from a long term change in the region from physical to online retail. Both will also continuously benefit from platform effects on advertising, which will add to their flywheel effects. I think with AI sucking the air out of the room, these are the plays I want to move into.
28M, I have my 401k matched, roth ira the boring VOO, VT portfolios but I wanted advice on my brokerage stock portfolio. Holdings: Please advice any holdings I should add. I added companies that I believe can't be replaced in the long term for what they do and are diversified around the world. Cash: 27% QQQ: 18% GOOGL: 13% META: 9% MSFT: 9% BRK-B: 8% TSM: 6% ASML: 5% MELI: 5%
28M, I have my 401k matched, roth ira the boring VOO, VT portfolios but I wanted advice on my brokerage stock portfolio. Holdings: Please advice any holdings I should add. I added companies that I believe can't be replaced in the long term for what they do. Cash: 27% QQQ: 18% GOOGL: 13% META: 9% MSFT: 9% BRK-B: 8% TSM: 6% ASML: 5% MELI: 5%
MELI leaps feel like free money
Added to my positions in MNDY (22% more shares), PRCT (14%), PGNY (15%), CROX (11%), and MELI (3%). Cash position went from 12.3% of my total cost basis to 11.3%.
On a reverse DCF with a 30% FCF margin (they've reported 31% and 34% the past two years), MELI is priced for 1.5% revenue growth annually over the next 10 years. Drop FCF margin expectation to 25% and it's 4%. Over the past 10 years, their FCF margin is 26%. Even if you drop the expected FCF margin to 20%, it's priced for just 7% revenue growth annually over the next 10 years.
Solid play. I own both, but MELI is by far the better value today, imo. MELI is even slightly ahead of SE for me right now.
Great company. Though great earnings kinda makes me wonder if that limits the panic to the downside. I wanted to buy some more. Guess. I will buy some MELI instead since that didnt have that great earnings and tanked.
I want to add more MELI but I don't know which of my other stocks to sell.
Any technical thoughts on SE? It's right at the 50 week line, which has been decent support for awhile. Also at $140 price level which was resistance earlier this year. Below this it looks like $120, followed by $100 (April lows) and $90 (200 week) are the big support levels. It's also trading at 4x P/S, which is the same as MELI. Probably not extremely cheap, but definitely worth watching right now. $100 would be an absolute steal.
I think we are talking past each other. What I believe in is buying and holding long term, like Warren Buffet. What you are advocating is trying to eke out some more gains by timing the market and selling here and there. And you seem to be under the impression that it is more cautious in some ways to invest that way. I have a different perspective – I think there is also risk in selling, even if a stock goes up, because if you do that you miss out on gains you otherwise would’ve made. Also, it’s important to be in the market. I read an article a while back, based on a study, that showed how if you did not own a certain stock on just 18 days over the course of 10 or 20 years, you would’ve missed out on 50% of the gains. You just have to be really patient and the gains will come, no way to know when. My perspective is that if you do what you are advocating and sell some after the first sight of gains, you will create less wealth in the long run. I didn’t buy MELI, AMZN, etc., hoping for a 50%, 100%, or even 300% gain - I want a 5000+% gain! Even if you manage to time the market a little bit by selling and buying back in favorably, the additional gains in the long-term, as compared to simply buying and holding, are likely to be negligible. And you may well have even less gains.
Ah nice, I’ve never been there. I’ve been eyeing MELI. Any recs?
Yes plus dividends aren’t in the 91%. Not knowledgeable about Brazil’s exchange. I do own MELI for many years though.
che throw us a bone and tell us what's the Argentinian meat stock about to blow up next? MELI?
|Ticker|Allocation| |:-|:-| |ACGL|24.50%| |QFIN|17.75%| |CROX|15.00%| |WISE (LSE)|12.25%| |SGOV|10.25%| |DR (TSE)|8.25%| |JD|6.00%| |MELI|3.00%| |THX (TSE)|3.00%| Recent purchases (Q2, Q3): CROX. JD, MELI, THX
I told you about $MELI 🤌🏼🤌🏽🤌🏾 still a lot of room to go
My growth stocks are flying. Then MELI is doing nothing and STKE is eating ass.
$MELI has grown 30%+ quarter after quarter for 28 straight quarters 😳
MELI ISRG AXON RKLB All tech heavy, long term secular tailwinds, with more room to grow, and largely leaders in their sectors. If you like tech and what the future world looks like.. these seem like reasonably likely to compound significantly in the next 5-10 years
$MELI first 🚀 $BB second 🚀🚀
thoughts on $MELI ?
I am a 3rd party seller on MELI They did me dirty this year, forced liquidations of inventory if their stupid AI thinks they have a more then 30 day supply at the warehouse meanwhile the clueless reps keep emailing me telling me to "load up for the holidays" Annoyed me so much i shifted my focus to walmart and amazon and letting my Meli inventory run low. Not sure if that means anyrhing but they certainly are disorganized and do not treat sellers right.
I type MELI and BB and look what happens
Calls on MELI just because I think Javier Milei is femboy material 🧐
did MELI finally find it's bottom?
I’m with you in MELI but BB? Like blackberry?
If you are still looking at BYND you are going to miss MELI and BB
$MELI first 🚀 $BB second 🚀🚀
My MELI calls 2200c have doubled. Lol. Argentina keeps paying.
Wednesday is going to be an absolute bloodbath. Inverse me with META, CVNA, SFM, GOOG, CNC, MELI, CMG puts and BA, CAT, SBUX and ADP calls
echo SOFI as a core growth play for Fintech. I love the tailwind and flywheel. MELI as well.
MELI is S.America AMZN and oversold due to their expansion but they have the $$$$ to support this growth and uncontested below the equator!!!! Oh, and GLD too but MELI is 5x in 5yr!!!!
>The only inexpensive parts of the market are energy, which has no growth, and healthcare, There are segments of energy with plenty of growth in the future. Offshore drillers, for example, are dirt cheap if you look at any projection. Natural gas demand is skyrocketing too between LNG export terminals and power generation. There's a lot of sectors that are cheap right now. Restaurants are in the dumps. Ditto trucking (with improving fundamentals) and logistics. There are insurance names trading cheap (though we might be entering a softer market) and quality regional banks trading at/near TBV. Or finding overlooked individual names.....NATL is trading at 7x forward earnings while hoovering up stock and growing their ATM business. CCSI is another cheap name. Biotech has been gutted. Emerging markets are still relatively cheap with names like MELI and CAAP trading at depressed multiples. I have the problem of more ideas than money.
$MELI for easy money, $BYND only lotto now
Is that why $MELI stock is going back up?
$MELI $BB thank me later, ok!!11
Hell low, easy long on $MELI and $BB … Goodbuye
MELI (Amazon of South America) has some big hopes to play catch up and taking on huge projects … plenty of $ to cover expenses but investors got spooked. I just doubled down. Holding AMZN too - MELI %gain potential right now is huge frim overselling
Added MELI. I think its oversold.
Why did MELI and SEA Limited both get hammered right before the close?
SE and MELI just nosedived.
Thanks for the post. Just to add to what other kindly wrote, MELI. After a recent pullback, it's oversold, trading at less than 1/2 it's 5 year avg. fwd. FPE and trailing PE today. While it's incorporated in the US, only 60 percent of the markets MELI serves even has a broadband internet connection. (Investing in AMZN when the US had those stats worked out nicely for investors.) MELI's also been investing heavily in infrastructure while all LOBs continue to grow at astonishing rates, especially their fintech arm. Citi just put them on their catalyst watch list. Their recent promo with OpenAI and announcements they are getting into the pharmacy business had little impact on the stock. I buy on any 10+ percent dips, especially when it underperforms the SPY which is rare. Hope that helps your confluence a bit.
MELI (Amazon of southAmer) is making huge growth moves so devalued due to expenses but has a massive pool to handle all costs MELI!
MELI. They were the biggest equity loser on the exchanges Friday. They day before they reclaimed the 200. They also don't even do business in China and have no exposure to those tariffs. Finally, they announced new streaming offerings and they are getting into the pharmacy business as AMZN did.
It’s really hard to call a 4-6% move to the downside an overcorrection. Sure, it’s outside of the regular day to day moves by some standard deviation, but not an overcorrection. I’ve been looking at MELI which dropped back down 6% but I’m still waiting to see if I can get a better entry.
bro.. -10% JD, -6.50% MELI, -6.00% CROX
Isn’t Amazon the Amazon of South Africa? MELI is dominating in South America. Not sure how long before Amazon usurps that title though
Eyeing MELI under 1900 and ISRG under 400.
MELI trading like a pennystock lately
MELI (amzn of SouthAmerica w/more upside)
TMC (the metals company going after deep sea minerals valued at $23.6B) BBAI (mini-palantir) IBRX (oncology w/pipeline, efficacyx100 w/surprising results) MELI (South American oversold “Amazon”)
MELI about TO run freeeeeeee
> That would be ruinous. 1 Year old comment, but found this looking fore reviews on the Motley Fool advisor. Decided to take the recommendations you got and see how they did a year later. Won't be 100% accurate because I don't know the exact date, but put them all together and they had a 41% increase as a whole. The only one that lost value was ABNB. 1 year values: ABNB -9.07% | CELH +80.61% | CHWY +32.42% | EQT +51.57% | KNSL +1.98% | MCK +48.22% | MELI +7.90% | SHOP +97.67% | SPOT +76.52% | V +26.16% Doesn't look ruinous to me.
Already own AMZN, NVDA, NFLX, AAPL, and TSLA since 2008 market crash.. along with SHOP, F, and MELI (2012) purchases.. just bought more ASTS today… no crypto.. wish I I had bought COIN.. have owned HOOD since 2022.. all shares.. boring.. I know. This is where I try to make weekly dough.. while living on disability.. options. Wall Street Bets.. not Deep Fucking Value.. different threads.. please play accordingly.
Thoughts on MELI??
AI calls they said. Tailwinds and so on. And here I am holding MELI calls. Fk.
MELI getting slaughtered since 1 week
>The odds of buying a small cap company and being able to hold it til it's a large cap is very low. Only about 10% of smallcap companies eventually reach the large cap universe. Flawed way of thinking. I only mentioned megacaps because everyone knows them. I also have 10x+ on SHOP ISRG MELI AMT to name a few. None of these would qualify as megacaps. Go and lookup TYL and FIX. You don't need megacap status to be a successful investment. You need consistent revenue and profit growth over time.
Odyssey 3 is ONON Phoenix 1 could be BN but I’m not sure. Phoenix 2 is MELI