MELI

squirrelmonkey99

FWIW I am holding off on MELI due to margin compression due to Brazil competition.

UnObtainium17

Most recent ones was I added more LLY and MSFT. Early this year it was EMBJ, MELI and NFLX.

Quienmemandovenir

MELI a 2000 me parece una locura. Creo que les iria mejor con una acción más barata

JiffKewneye-n

well my TSM puts are destroyed. im not sure why we are pumping-- possible renewed talks? leaning toward USO calls or MELI puts.

Memento_mori9608

anyone else in MELI?

Icy-Sheepherder-7595

I would say I had or have long term conviction in all of them, except LULU I bought that at the recommendation of a friend who works in IB so thought he couldn't be wrong. I actually did see it go over $400 at one point but since then it just keeps going lower. NVO I still have conviction in, I've seen how well GLP-1 works and that obesity is one of the biggest health issues in the U.S. however I also know LLY has the home field advantage, but still believe the Ozempic brand name has value. MSFT and UNH pretty self explanatory, bought them low and will be forever holds (the shares of UNH I offloaded as I wanted to lower my risk and felt o may have bought them too high, $245 is a price I don't think we'll ever see again but who knows it got close a month ago). ADBE I liked as they keep growing revenue despite the SaaSpocalypse narrative and they are a strong legacy company I feel but again I can't predict the future of this stuff so who knows what AI will do to it. MELI I liked for the Mercado Pago system they have implemented in societies that are still cash reliant where many people don't have traditional bank accounts, and the fact that they are fending off Amazon's e-commerce growth in Latin America, I liked them as a hedge against the U.S. market but they seem more affected by it than I realized. META just makes a ton of money and I bought the dip, don't know if I want to hold them long term as it's really all ad revenue and they don't really provide anything of use to the world beside data centers now I guess. FXAIX and VTI are my index fund/ETF holdings. Hope that answers your question. Thanks for reading

Icy-Sheepherder-7595

Need opinions on my portfolio and wether or not I should sell it all besides my top 3 holdings. Yesterday I was feeling confident again after watching the bloodbath that was last month but losing confidence again now that the fear is back. 99 MSFT shares at $395, 42 UNH shares at $245, 42 VTI shares at $328, 82 LULU shares at $194, 48 ADBE shares at $272, 13 META shares at $595, 204 NVO shares at $46, 2 MELI shares at $2,076, 7 FXAIX shares at $207. I hate the idea of locking in a loss but I also don't want to be part of a sinking ship.

Icy-Sheepherder-7595

99 MSFT shares at $395, 42 UNH shares at $245, 42 VTI shares at $328, 82 LULU shares at $194, 48 ADBE shares at $272, 13 META shares at $595, 204 NVO shares at $46, 2 MELI shares at $2,076, 7 FXAIX shares at $207. I was feeling good yesterday and now back to feeling like it's over and I should sell everything but the first 3. But don't want to take a loss

Acrobatic-Ostrich168

Look I just need MELI to start making it its way up to $2000 a share as soon as possible please

Acrobatic-Ostrich168

What are your thoughts on MELI? It looks like it is at a good price rn imo

Acrobatic-Ostrich168

Can someone give me their thoughts on MELI?

NicknamesRforlosers

Well, thanks for your post among a few others too, that brought MELI to my attention for further study. Long time holder of MSFT here. Good luck to you and me.

Existing_Emphasis_33

Good for you man. I bought heavily into MSFT in 360$s instead. But oh man i wanted MELI so much

iXProject

I sold all my apple in March, bought originally in Jan 2020. Funny enough I did buy some NVDA with the funds but mostly high beta like HOOD, NBIS, IREN, MU and some stable growth like MELI, UNH. Worked out I think since some of the names are up 30% for me.

SundayJan2017

Same here, hoping big MELI

holeplugger

I’m still holding a ~5k share bag on SNAP.. ~$8 avg started buying a couple years ago cause I thought SNAP always violently drops then rebounds to $15ish and thought it would be a quick win. It was not and still is not. Though it appears a rebound may be starting on it. The stock I’m most bullish on long term is MELI, working to get to 100 shares. Fantastic company and for me a bit of a hedge against my heavy US portfolio.

RelevantTrouble

Bought AMZN @200 & MELI@1600 and was waiting for DataDog to drop under $100. I take PayPal.

RelevantTrouble

LOL, I was kidding of course. I'm well aware of my limitations and my system is simple; I save up till 20% short term bonds then I DCA SP500. When VIX is over 30 I go all in. Last year it was SP500 Equal Weight, this year it was AMZN & MELI. AAPL in 22. 100% in SP500 would probably beat it, but it gives me the peace of mind so I sleep better.

UnObtainium17

EMBJ, MELI, NFLX and MU. Then very small buys to add more RDDT and IAU.

matg75

MELI

MitchCurry

Lmao you can't even see my comments. But hey, here's one from this morning >[MitchCurry](https://www.reddit.com/user/MitchCurry/) •[2h ago](https://www.reddit.com/r/stocks/comments/1sflk9i/comment/of6txw6/) > Top 1% Commenter >Just added 11% more shares to my NOW position and 16% more to my VEEV position. Here's one from two weeks ago > [MitchCurry](https://www.reddit.com/user/MitchCurry/) •[13d ago](https://www.reddit.com/r/stocks/comments/1s4zbj2/comment/octmxoo/) > Top 1% Commenter >Just added to MELI (3% more shares), NOW (29%), NU (9%), UBER (36%), TOST (20%), AVDV (8%), AVUV (2%), QQQ (2%), and VOO (2%). Ooooh, I'm so bearish.

Healingowl

Carvana Palantir MELI

UnObtainium17

Sold half my MSFT around Jan then sold all my VOO few weeks ago to scrape some cash, now i am in buy mode and moved the money to four stocks EMBJ, MELI, NFLX and MU. Still got plenty cash left and I might add a bit of MSFT at these levels. The reason i am hesitant on MSFT is because I have this feeling OpenAI ipo will be a dud and will drag the entire sector with it.

Soldadodevida

Fk buffet looking at discounted growth in MELI and SE

SpellAccomplished541

I have S&P and stocks i spend money on. If you are the same then you must be quite an online shopper (AMZN/MELI).

orphanfour

MELI - the amazon of south america

UnObtainium17

What are the stocks you've bought recently? I got EMBJ, MELI, NFLX and MU.

TheoryShort7304

I am -1% down YTD. I started investing in US market from India from last year. Right now, downward averaging MSFT, Meta, and accumulating Google, Nvidia, TSMC, MELI. Also putting some money in indexes of EU, Japan and Germany..

BladeFireQ

MSFT, META, NVDA (That shit haven't moved in months despite the insane results), MU, V and MELI

light-yagamii

Especially MELI. US stocks are somewhat insulated, but I think the rest of the world will feel the economic impact of this war a lot more. I thought about buying puts on this company early March but forgot about it amongst everything else. It’s only down 10% after all the shenanigans. This stock went to 600/700 back in 2022

Icy-Sheepherder-7595

I have 4 of these, thought I bought in low on all of them and losing my shirt 🤣🤣 Cost basis for each: META - $600 MSFT - $400 ADBE - $290 MELI - $2000 Holding the line but I wish I waited to buy until now. Could be worse, could be better.

JustJoshin_69

MSFT, MELI, RKLB, GOOG, AMZN, NNOX. Sold ISRG and NFLX to help fund the buying

Elegant_Primary_7133

META if you want safety while MELI if you want growth RDDT if you want risk

MitchCurry

Just added to MELI (3% more shares), NOW (29%), NU (9%), UBER (36%), TOST (20%), AVDV (8%), AVUV (2%), QQQ (2%), and VOO (2%).

BulmasEx

For long term growth it has to be MELI. Meta is the safest pick but won’t grow as much as much and RDDT is definitely the riskiest. Also the whole ID verification thing Reddit wants to do hurts them a lot.

JustJoshin_69

I <3 MELI

Fastbaq

Added more Microsoft, Amazon, Credo, Newmont and MU Opened position in EFX and want to start new positions in AXP, MELI, ELF, ANET

NicknamesRforlosers

I just started looking at Mercado L. Per nasdaq.com, MELI’s PE is forecast to be, by 2028, half of what it is presently, from roughly 50 to 25. Moreover, consider its unusually low PEG. For me and many others, price to earnings is arguably a more informative ratio than PE. MELI’s PEG is than 1, about .8. All of which means, to me anyway, that MELI definitely merits consideration.

NicknamesRforlosers

I didn’t know re MELI. Appreciate having it brought to my attention.

NicknamesRforlosers

Thanks for this post. I just started looking at Mercado L. Per nasdaq.com, MELI’s PE is forecast to be ,by 2028, half of what it is presently. And the PEG is already attractive, less than 1, about .8. Meaning, for me anyway, it merits consideration.

tired_ani

I am really interested in opening positions in SNPS around 380 and ISRG at a way lower price. Added slightly to most of the the stocks in my individual portfolio. META, BN, MELI, NTDOY, SPGI, V, TDG Also sold some index in my Roth to buy MSFT, MCO and RACE. I don’t believe it’s possible to catch the bottom but we have to be ready to buy great businesses at a price we are okay with. It can always go lower and we always need to have some liquidity.

tired_ani

Added to MSFT, NTDOY, SPGI, MELI, BN. Great time to be a stock picker. So many entrenched businesses at a discount, at the worst Hyperscslars become like the utility providers of the AI world. Also Sooo many asset light businesses at a reasonable price

UnObtainium17

Added a bit more MU the open. So far into this tomfoolery I have bought EMBJ, MELI, NFLX and MU.

TheConstellationGuy

There are lots of high quality names trading at discounts which I believe show much better next ~2-4 year returns than FIX at the current $1,450 price. I think FIX is now a big gamble given the valuations and multiple. FIX is already up another whopping 57% YTD following a 130% run up last year. This rally simply can't continue long term given the physical constraints of labor workforce. $1,450 is basically already pricing in a 20-30% YoY growth for this year, going into 2027, and possibly even into 2028. As we all know, the entire SaaS sector is unjustifiably punished. As my name implies, I've been continuing to actively invest in CSU. There are plenty of other high quality names that are very discounted. Some I have tracked that I believe are high quality at fair or even good valuations include SPGI, FICO, MCO, MSFT, CRM, BKNG, MELI, KNSL, CPRT, and BRO.

aniote

how we feeling about MELI ?

About_to_kms

Their revenue growth is fantastic. People are praising the service. It is a loved product. I rate the management and trust them. They are aligned with shareholders I just done see SEA Ltd usurping MELI And Amazon is a great opportunity , nothing against it, but I’d rather my money in MELI as I see more potential growth

Existing_Emphasis_33

Thanks. Why MELI the most?

Bossanova12345

I have AMZN and MELI. MELI is way further from its high so I think I’m buying another half share or so next payday.

djskeets15

I'd say all 3, but more into SEA and MELI, bc their way smaller market cap and are growing in developing countries at a faster rate than Amazon. But all depends on your risk tolerance, I'd probably do 30%(sea)-30%(meli)-40%(amazon) to stabilize the trio.

nick_riviera24

CAPEX is only a problem if it fails to produce good returns. If you believe is the quality of the CAPEX, then it is a positive and price depression due to CAPEX is your gain. SE and MELI are in developing areas and are introducing financial products as well as merchant services. I have money in all three. I have some money in all three but more in MELI.

Quienmemandovenir

MELI Siempre habrá alguien diciendo que es una ganga, que sus métricas son las mejores del universo. Y yo les termino creyendo.

Mundane_Bread7471

JUMIA!!! $JMIA...EM turnaround play.. Pan African E-Commerce company led by CEO Francis Dufay.. Company was founded in 2013 and IPO'd in 2019 to much fanfare hitting almost $55 a share in 2021.. but the burn was out of control and they didn't have a business that worked to serve the local markets... it was going to go BK right before Dufay took over as CEO in Feb of 2023 after running the Côte d'Ivoire operations since 2014 and growing it into their best/only performing market.. currently about $865M market cap... They just had their record revenue quarter in Q4 $61M up 34% YOY (GMV growing roughly 36%YOY).. They have brought the net cash burn down to around $1.7M for the quarter with $78M in cash and no debt.. much higher barrier to entry for competition than people realize.. The markets they serve are 8 countries 600M people (Nigeria, Egypt, Morocco, Kenya, Cote d'Ivoire, Senegal, Ghana, Uganda) they are young and growing and the last to the digitally connected party.. The first thing Francis did as CEO was get them out of several underperforming markets where they couldn't win in the near term down from 13 countries to 8.. He also closed the gaudy Dubai headquarters and reduced headcount.. everyone in corporate now lives in Africa.. he then spent the first two years rebuilding the supply in China (only place he hired in the first two years was in Shenzhen) where he needed to rebuild the sellers trust and retool the website to sell products that the customers could afford.. think white label tv's for $70 and sneakers for $6.. Then they consolidated all the warehouses in their core markets (they rent these buildings keeping costs low like ML does in South America).. the next thing was to target the rural "poor" where even his colleagues thought was crazy, but that is where the majority of the population lives.. so they set up pick up stations to lower the cost of last mile delivery and set up "J-Force Teams" to educate people on e-commerce.. Their cost to deliver to customers is down from $10+ to $1.90 and they are profitable on the variable cost on every delivery, and now more than 60% of their orders come from these rural areas..Amazon and Temu can't just pour money into these markets to compete..Jumia has built a super sophisticated partner networks for delivery and logistics..They use local partners to move the goods and and locals own the pick up stations this keeps Jumia from being ripped off because people aren't robbing their neighbors like they may be tempted to with a company listed in the USA.. these are countries with no national post office, they have solved this and plan grow a logitics vertical around this long term for non Jumia customers..Amazon can't just buy 1000 delivery trucks in NIgeria (they don't exist and the infrastructure to service such assets is nowhere to be found..Francis Dufay has cracked the code to grow this business and even at a 10x by 2030 it will be a fraction of the market cap of global E-commerce companies like SEA and MELI.. It is a combination of the digital technological revolution of the last 25 years in the US, the untapped growth off the floor in countries with GDP per capita under $10K, and the strong frugal leadership of Francis Dufay who acts like and is an owner and the excellent steward of your capital over the next 3 to 5 years..I am long JMIA

Icy-Sheepherder-7595

I guess some need to learn the hard way too. I have. I'm done with short term. Got way too much on the line to do that and it's not worth the stress. I'm down several thousands right now but because my port is majority MAG 7 (I bought on the dip but didn't quite buy at the very bottom) and S&P I'm not that worried. Theres some like NVO, MELI, and ADBE that I have where yeah I probably should've been more patient or just not bought but hell no am I taking the loss now. I still believe in everything I hold it's just that it would've been cool if I times the bottom, which we all know is impossible. So I'm glad to be down 5-6% now if it means I can be up 30-50% in a few years. It's a game of priorities and mentally conditioning yourself when times get rough and I think too many people gamble with money they can't lose. I personally live a little too below what most people would consider normal means, like I pinch pennies as if I'm broke and shop at grocery stores in bad neighborhoods because they're cheaper than where I live lmao, when im rich ill begin splurging but I have a vision that I haven't achieved yet so we're holding out in all that, I'm rambling but my point is not everyones built for the long haul, many need their money for priorities but a lot also I think can't cut back their lifestyles, and thus they look towards to stock market to continue funding their lifestyle but don't understand that isn't what this is for at all.

UnObtainium17

Bought another EMBJ and MELI.. thinking about selling META because id still be fine without that bum ass company.

UnObtainium17

MELI, META, EMBJ, NFLX just unfortunate I don't have enough cash to buy the dip right now. I might have to sell my other stocks.

Wickrest

$MELI just needs a dragon ball partnership and it'll hit 5k a share the next day

UnObtainium17

Sold a few of my ETFs to add more EMBJ and MELI. Hopefully US leaves this BRICS country alone.

Dabbler_much

+4% YTD. Mainly thanks to MU, TSMC, SNDK, XLE, LLY & metals. Plus exited NBIS, SN, CCL at near ATHs. Big drops on MSFT, MELI, URA, AMZ etc the usual tech names. Overall worry is so far we haven’t seen a sizeable crash, & that may be coming soon. So keeping dry powder on the sidelines instead of going right back in.

AluminiumCaffeine

Indeed, trying to figure out how I can buy more META and MELI rn

WickedSensitiveCrew

When I start hearing stocks I own mentioned on this sub, like FICO or MELI, I’m always afraid to check my portfolio. It usually means they’re down 10–20% in two days. It’s always the ones this sub doesn’t mention, like HCA, that end up being flat or up on the day.

AluminiumCaffeine

Im buying more MELI

tired_ani

FICO dead , MELI dead, TSM dead My portfolio DEAD

ShootsnLadders

Anyone picking up $MELI here?

khryseos

fuck them for changing their MELI rating to neutral one day after I bought

Wickrest

JPM buys puts on $MELI, downgrades it. Stock drops 7% for no reason. Easy money

UnObtainium17

I actually like all of them long term, I am holding on. MELI, EMBJ I got in recently, I like my cost basis, just have to let it play out. TSM, RYCEY and NU I got in years ago and still a solid business with strong growth. META, I have that. MSFT, used to be my biggest holding but sold half bit by bit months ago. Looking into buying the dip if the trend continues.

rebel-capitalist

Does anyone know why MELI is crashing ?

ThinkingOfTheOldDays

$MELI chart looks horrendous. about to reach 200 sma on 5 yr timeline tho

Wickrest

$MELI dropping 5% cause analyst says it's only gonna go up 20% and not 30% is hilarious

tired_ani

Anybody know any high quality companies ( durable, growing revenue and EPS) that are not correlated to the AI trade, SaaSpocolypse, Energy) Like I own MELI and TDG. I would like to own ISRG. BRKB would be another example. Appreciate any ideas.

MacNaab

MELI, ZETA because I understand online marketing since it's my company's first line of expense. NBIS because I use AI so much already.

ucbcawt

MELI

Wickrest

$BULL, $MELI, $NVO, $IGV, $FOUR, ,$PYPL All ridiculously low currently and undervalued compared to many other stocks I've seen so far Also $JPM which isn't undervalued, but a great buy in general

Effective-Pace-5100

MELI

About_to_kms

RDDT, MELI, msft, meta

UnObtainium17

Right now, no. Not concerned with amazon. They been in brazil since 2012. And MELI outgrew them by a lot ans still to this day.

UnObtainium17

Just a little concern though still not as scared as the 2020. I sold around 10% of my Google, VTI and Micron last week, most of gains left as cash and some i used to get more netflix and MELI. It was few % off the peak but gains is gains. I have surrendered to the fact that i'll never time the peak or the bottom perfectly and it is liberating. I will keep on monitoring the situation, Because if things go worse I would sell more and move it to IAU and VDE.

rebel-capitalist

Cathie was bought MELI heavily

thenuttyhazlenut

quietly bag holding MELI

PhasedVenturer

MELI's holding up very well, SE on the other hand...

tired_ani

International just dying . Not sure why MELI and Nintendo would be effected, might buy some

ToSeeAgainAgainAgain

Me reading this comment 7 months later. To be fair I haven't done any DD on them, are you still bullish on MELI?

tired_ani

Added tiny amounts to MCO, MELI, FTNT, PANW, NTDOY, MSFT, BN. I believe all of them are solid long term investments. Happy to see positive price action in my NFLX and FICO.

MitchCurry

My favorite thing about MELI is they almost never dilute shareholders. Since 2013, their shares outstanding (basic and diluted) have increased just 15%. Of that 15%, nearly 65% of the dilution was in 2019 as part of a larger strategic investment from PayPal. MELI raised $1.85B ($750MM from PayPal) to invest in MercadoPago, which has paid off handsomely. Their S/O dilution is at just 1.2% annually since 2013. SBC as a % of revenue has peaked at 3.3% (2020) and has been at or around 1% since then. That's unheard for a tech company.

tired_ani

So happy to finally see some positive signal in SaaS adjacent names. Eyeing MELI and TDG, TDG is still dwelling at the price at which the mgmt is supposed to be doing buybacks.

Boring_Activity3155

I just bought MELI so expect -10% in the next few days

AluminiumCaffeine

NFLX/RDDT helping offset MELI for me today- so many earnings tomorrow morning for me though and tonight NU, OPRA, CPNG, FOUR, and VST

MitchCurry

If you have been wanting to start a position in MELI or add more shares and you haven’t don so today, I don’t know what you’re waiting for. It’s basically priced for no growth despite having incredible numbers and an expanding moat.

UnObtainium17

MELI got to be the first earnings report i can remember where 4th quarter revenue grew by 45% yoy and went -10% the next morning.

Wickrest

$MELI finally hit my alert price after 9 months🫃🏻

TomorrowSavings7579

$MELI broke my heart and only $NVDA can mend it back together!!!!

tired_ani

Added to MELI, TDG. Starter positions in Visa and Fortinet.

UnObtainium17

ran out of cash on side.. I have to sell a few VTI to add more MELI and NFLX.

mks_csw

get your shit together MELI

InjuryHead4843

What price for MELI?

Cav829

MELI dumped on earnings back to Liberation Day levels.

octopus_serenader

goddamn MELI selloff wtf

Embarrassed-Sea-6078

Welp I guess MELI is done after the big earnings miss

MitchCurry

I had 4 companies reporting earnings after the bell and early returns are positive for all 4. TREX up 3%, TMDX up 9%, AXON up 15%, and MELI up 2%. 

octopus_serenader

MELI NVTS up. FSLR down.