MELI

Existing_Calendar850

Brazil lmao EWZ/EWZS/MELI/NU About 350k USD all in all. Bolsanaro better be voted, and ease the fiscal policy for a nice run

BeVeracious

Quick pivot to one of these: Discount toasters: WMT Hipster toasters: WSM Second-hand toasters: MELI British toasters: MKS

LPHutz

If I wanted to be safer, NVDA, MSFT, AMZN, GOOGL. Also maybe MELI. All in Google or Amazon would be totally solid. If I wanted to take a really risk in hopes of 10xing in 3-4 years, PLTR. I would NOT do this though.

abandoned_idol

30s is still young. Old would be 80s. Investing is very boring on red days. The key is to kill time with something else while you wait for the stocks to eventually start climbing. Days like today are the reason why the stock price line looks like a jagged mountain range. It goes up really fast, and it goes down really fast. You also can't time all-time-lows. e.g. MELI (a volatile growth stock) was going down slowly, slowly, slowly, ~ 1% at a time then suddenly spiked +9% in one day. You can't afford to miss that one day in which a stock price sharply spikes up, so you have to buy and let your stocks suffer for a while. I personally wish that investing were more exciting as well.

octopus_serenader

i want my MELI bags to moon, but not like this

Cav829

$C's chart is in total collapse atm. That's kind of my problem as like... it has been kind of holding off the weekly SMA50/daily SMA200, but SMAs only offer weak support. That $117-$121 price gap from April is where I'd be more interested. I had not seen XP's chart. That's wild. I had seen Brazilian stocks surging because of Bolsonaro taking the lead there, but I unfortunately missed it in time to take advantage before everything surged. NU and MELI have tended to be my Latin America investments of choice.

Purple-Television712

The first year after my dad died, I sold the stuff he had and started fresh. Bought a lot of TSM and did great the first year, but this year has been scarier. I am worried about being too tech/AI heavy. I don’t do options (yet), but I am trying so hard to keep up on the pulse of things and be smart to preserve and build this nest egg (but I guess we all do that, so I am not exactly special…I Just would feel sick seeing his hard-earned wealth evaporate bc I didn’t do my absolute best. After all, this was supposed to be HIS retirement money for him to live comfortably and joyfully, not my personal gambling fund. Days like today having me taking it a lot more seriously than I did when he first died, because back then I was so deep in grief and overwhelm that I didn’t have TIME to worry about what TSM did or why I had “conviction,” I just listened to some dude I used to date in New York City’s advice to buy it and it worked out well. (That said, same guy also recommended MELI, CAVA and BROS, lol). I’m just worried it’s going to get bad, and I’m not prepared. Maybe this is the wrong forum for this comment, but I’m posting it here because it’s on my mind now.

akishore

Funny thing is MELI is kind of already a Nu bet, since Mercado Pago runs a growing credit book in the same countries. So the real question is whether you want consumer credit risk naked (NU) or wrapped in a marketplace that feeds it underwriting data. I think that data edge is why MELI trades at the premium, but it also means a Brazil credit cycle hits both of them, so owning both is less diversified than it looks.

Efficient_Pomelo_583

Don't get me wrong, they are undervalued for a reason. Governments in South America swing constantly from comunist to far right, and then back to comunism. But if you can stand the volatility, Vista Energy (VIST) is an exceptional company growing fast, Pampa (PAM), i also like MELI at this price and NU. Just be careful we have elections in Argentina next year, if Milei loses it's over.

octopus_serenader

Yeah I'm happy my MELI bags got lighter but I am not stoked about Bolsonaro.

octopus_serenader

Like... I'm happy my MELI bags are lighter, but I don't want this Bolsonaro shit.

MostlyNothingInvests

Holy, the timing of this. Meli is probably my highest conviction stock atm, I am extremely pleased with management, I think shrinking margins is the correct move to expand growth (which btw, they have the most unprecedented growth over a long time frame than anyone, they are 1 of 1), and their loans have enough cushion that they are not too aggressive if people default. That said, I don't think meli is a quick buck to be had if you are looking to buy it, this is definitely a 5+ year stock. But it can and will rerate fast (at time of writing this, it is up 7.5% on the day due to Flávio Bolsonaro materially outperforming in Brazil's primaries). My expectations for meli price over the next 5 years is the following (2031), but I could just be a monkey trying to predict the future: |Case|What has to be true|Target range|Total return\*|Annualized return\*| |:-|:-|:-|:-|:-| |**Bear**|15% annual EPS growth · 20x terminal P/E. Commerce and fintech keep growing, but credit costs and persistent reinvestment prevent much margin expansion and the market stops paying a premium for the story.|$1,480–$1,738center \~$1,609|**-8.2%**|**-2.5%**| |**Base**|30% annual EPS growth · 28x terminal P/E. Commerce and fintech keep compounding rapidly, credit stays disciplined and operating leverage finally turns ecosystem scale into much higher per-share earnings.|$3,826–$4,491center \~$4,158|**+137.3%**|**+17.9%**| |**Bull**|38% annual EPS growth · 35x terminal P/E. MELI keeps taking share across commerce and financial services, credit economics hold and the ecosystem produces substantial margin expansion without losing growth.|$6,446–$7,567center \~$7,007|**+299.8%**|**+30.9%**|

Puzzleheaded-One-607

Brazilian stock market ripping. I’m in NU, MELI, and DLO

Glittering_Water3645

Latam is pumping hard (NU, INTR, MELI etc)

BearWithMeGM

No no, MELI is very clearly undervalued with a margin of safety on top. I think you're using the wrong metrics to evaluate the business.

jarismart

$MELI is not even a Brazilian company lol. It is from Argentina. But the Brazil B3 stock exchange already jumped 2.6% on last Friday just because some polls indicated Flavio (the right wing) would win the 1st round. So, we can expect around the same 3% today.

Existing_Calendar850

How is MELI overvalued? It's a poster child of value investing

Embarrassed-Bank2835

I’d probably give MELI the edge on business quality and diversification, but NU the edge on valuation and pure growth optionality. MELI has more ways to win because commerce, payments, credit, logistics and ads all reinforce each other. NU is simpler, but that also means credit quality and funding economics matter a lot more if the cycle turns. I wouldn’t compare the P/Es in isolation though. I’d look at revenue growth, ROE/ROIC, credit losses, funding costs, and how much reinvestment each business still needs. If I wanted the steadier 3–5 year compounder, I’d lean MELI. If I wanted more upside with more financial-cycle risk, NU is probably the more interesting bet.

TheInkDon1

No offense meant, but I look at price momentum before buying anything, and neither name looks compelling right now. NU is down 11% over the past year, and MELI is down 22%. They're both about flat on the 6-month and 3-month views, but both are down heavily on the 1-month. But NU does look like it might be trying to stage a little rally since 28SEP. I know you haven't asked for advice on other stocks, but if you can find anything better than TXG right now, let me know.

WickedSensitiveCrew

> That said, I prefer MELI. They're based in Uruguay, which stays out of most turmoil. That makes no sense. What matters most is the countries that bring them the most revenue not where they are headquartered. Those 5 countries are Brazil, Mexico, Argnetina, Chile, Colombia. That is where the focus should be with MELI not a Uruguay headquarters.

YourChildhood5762

I'm a long-term investor so I would not buy anything in Latin America or Africa. Their governments are unstable and one year bets make more sense there. That said, I prefer MELI. They're based in Uruguay, which stays out of most turmoil. They do business in at least eighteen countries vs NU's five. NU is based in Brasil and there is much discussion about upcoming elections there.

MostlyNothingInvests

For me personally, I like to keep my high conviction bets between 4-7%, mid like 2-5, small like 1-3. I also work in the tech space, I have really high conviction on sk and mu over the next 3 years (think conservatively 20%+ cagr for next 3 years), as well as anet. No thoughts on APLD or Oracle, I think oracle is running a lot more deb than I personally like, but I also haven't researched them enough. If I was buying tomorrow, the following are all at good valutaions: ISRG, MELI, MU, SKHY, ANET, MCO/SPGI, NFLX

Low-Air-182

Yes I live in Latin America much of the year (better climate, women, beaches, culture) and it is obvious that there is a great dynamic economy developing. For that reason, I do invest in a several companies there, notably NU and MELI

bear_Prune8771

But there is. Walmart, Fed Ex, HOOD, NU, MELI, JPM, APP, and others have all confirmed AI has made them revenue.

ChefRobear

I only write up whole posts on the ones I'm willing to put myself publicly behind, but if you're just curious **(This post is not originally about these tickers, and I'm not down to go into them unless I post about them later See my NTDOY & IBRX post for that context**) I also hold the following with high expectations - PEP - amazing under 130 BA - amazing under 200 RYAAY - my favorite airline stock, cheap right now IBRX (my baby love) Nintendo (My new baby love) META (making me happy) FRMI (Actual gamble that might be a miracle) MELI (South America exposure) SLV (interest rate hedge) These are not picks I would say are guarantees at all - they're just my personal short term picks.

No_Presentation9490

why would anyone hold MELI in their portfolio lmao. shit is literally as volatile as sandisk

No_Presentation9490

why is MELI a $1800 stock again? that shit should trade at $400

FartPolluter

could double down on MELI i suppose if we just gonna start regardedly buying tech again for no reason

FartPolluter

MELI dip only think that interested me this week

Virtual_Secretary_98

MELI a buy?

abandoned_idol

I really liked MELI because I saw my non-technological dad nonchalantly praise their service, price competitiveness, and reliability. Like, he would order quality brand tires for a fair price. Mexican Amazon (which I would later learn spanned the whole of Latin America) was a no brainer. I assumed it must have been some amazing private company. The moment I realized it was publicly traded, I started jumping in.

No_Presentation9490

does anyone here trade MELI why is this stock so schizophrenic im looking at the 1d chart and i cant fucking understand

slinon_me

Most channels are pure noise, which is why filtering the chaos by automatically generating a custom audio summary based *only* on your exact portfolio (like S&P, AMZN, and MELI) saves so much time.

WickOfDeath

lol RZLV, now many RS did they already do? I was fine with Nokia (my buy in was 4,50 Euro=$5), it was a 3x trade. And Iridium, 2.5X. ABAT - 3x but the train left the station already. Also I think this focus just on the stock price is wrong. I made my biggest profits with swings on MELI and MU, swing trades with Oracle and Siemens Energy... MELI and MU are 4 figure stocks.

mightyblend

I've been eyeing MELI for a while and feel like I'm too late. Am I wrong?

UnObtainium17

What are your top 5 holdings? I'll go first. 1. MELI 2. GOOGL 3. LLY 4. GE 5. NFLX / META / NU / JPM / TSM / RYCEY / NOW (depending on the day, each at 4 - 4.5%)

Fuzzy_Louise_2405

Inside the AI trade, AMZN and META at these prices not doubt. Outside the AI trade MELI & RDDT are my picks for that time frame

No_Presentation9490

Im watching everything in IGV, everything in memory, mag7s, MELI, LITE, ASML, and recently MRNA although moderna is starting to be really algoslop & choppy in just a week since the explosion lol

TreGet234

Clearly MELI is now a buy and will make all of us rich. Most profitable company in history.

Free-Audience-3812

MELI (e-commerce + fintech in Latam) NU (fintech in Latam) LULU (retail clothing waiting for turnaround) XLT (Financial ETF) PHO (Water ETF) MA

KangolTitMouse

Mercado Libre - MELI. It’s the Amazon of Latin America without the AWS and AI bubble exposure. Its stock took a hit earlier this year, but has partly recovered.

EmbarrassedPart1256

I feel that last part, that dips are over-reactions for sure, you just have to find the quality ones. I’ve had a lot of success buying nasty dips recently; it’s wild when your brain switches. As a whole though, I think we could see something like that for the market as a whole soon, even if it’s a flash dip. I was looking at $VTV’s chart & every once & a while there’s an incredibly large red wick almost down to the last peak. That’s when I’d be looking to load the boat, maybe $190. That’s wild that you said $TOYO! I had a CSP for them but it never got assigned below $5; now it’s below $5 again so could be a solid value. I’ve always wanted to be in $BABA & $MELI as well. I feel like running options on $MELI would be solid, you just need a ton of cash as collateral. I’m also trying to solidify my move abroad after dancing around it for a while (as the Colombian peso absolutely skyrockets against the dollar 😢) so I want to be very careful with my capital from here on out.

UnObtainium17

I hold MELI and its been allergic to $2k for a year now, been buying heavily since $1.8k to $1.6k.. I cannot find any bargain so i ended up adding a few AVDV.

MitchCurry

When I first bought MELI in 2017, they had \~5,000 employees. They have over 125,000 employees just 9 years later. That's a 47% headcount CAGR. Revenue in that time is a 49% CAGR lmao

Memento_mori9608

MELI pumping

FartPolluter

That MELI dip yesterday

FartPolluter

MELI dip yesterday was nice tbh

New_Essay5327

MELI is not cooked, but it's a bit risky

creemeeseason

It came up in a screen, but I also heard it discussed along side MELI and NU in a piece about EM stocks. I believe it was on the Value Hive podcast, which is phenomenal.

neverturndownagain

• Added to Nebius $NBIS shorts at $247 • Added to Micron $MU short at $924 • Added to Oracle $ORCL short at $152 • Added to Semiconductor ETF $SOXX shorts • Added to Mercado Libre $MELI longs at $1850 • Added to Zoetis $ZTS long at $73.60 Michael Burry said "Nebius is what the top of a boom looks like" expecting the AI crash is incoming

NotMe357

"Breaking: Michael Burry has disclosed his updated positions He: • Added to Nebius $NBIS shorts at $247 • Added to Micron $MU short at $924 • Added to Oracle $ORCL short at $152 • Added to Semiconductor ETF $SOXX shorts • Added to Mercado Libre $MELI longs at $1850 • Added to Zoetis $ZTS long at $73.60 Michael Burry said "Nebius is what the top of a boom looks like" expecting the AI crash is incoming"

UnObtainium17

Why MELI pumped 6% today? I bought heavily around $1.7 - 1.5k and it is nice to see to win a bit. Thought about selling but i have no clue which stock to buy next.

wrongsyourgrammar

Software bulls gonna get what's coming to them for overinflating SNOW, MELI, TWLO, etc.

No_Presentation9490

why is MELI up $100 today? they have negative eps

No_Presentation9490

bruh MELI is the new SNDK wtf is this

AluminiumCaffeine

Pretty great SE Q, kinda funny though since similiar vibes to MELI which dropped on a nice topline beat bottom/margin miss... Anyways I am long both - growing 50% topline at their scales is wild

No_Presentation9490

wtf is MELI the new SNDK

No_Presentation9490

pretty glad i bought the MELI dip after earnings, up big

Mysterious_Help_9577

Probably won’t, 125% on a few grand doesn’t do much for me. If I sold on 125% I wouldn’t have NVDA cost basis of $8, SHOP of $12, or MELI $83. I’m a buy and hold for a very long time type guy. Worst thing that can happen is Intel loses 50% and oh darn I only make 50% in a year in a holding

Historical_Air_8997

Yeah imo this is one of the “safer” hyper-growth stocks out there with the most upside. It has a long track record of continual growth, it’s a monopoly that has beat out huge competitors (cough cough Amazon), and it’s barely tapped into its market so we know the opportunity is there. The only real risk here imo is macro, they do operate in a volatile area but even so they have proven to be able to weather crazy inflation and politics better than most companies. I guess also secondary risk is their credit business could fail, I think it’s a big opportunity for them but they haven’t completely proven their dominance here. Not sure how bad that blowing up would be, their credit segment is like $8B so a full loss would be less than one quarter of revenue so in the long term I think they’d be fine and just go back to their original business. Short term would hurt tho haha. Also their ceo was on cnbc and was asking something about their capex and expenditure for growth. He had a good response that even with their huge spending they are still fcf positive, sure it’s not a ton but it just goes to show how solid the company is that they can have this kind of spending, 50%+ top line grown and still make money. Ofc I think there are better long shots, like Rocket Lab, but as much as I love them it isn’t a proven company with decades of growth or a monopoly. If it works it’ll be huge, but that’s a big IF that I just don’t have with MELI. Although I’m up 3000% on rklb and flat with MELI over the same period, which says something about me thinking MELI is better. All that is just my long way of saying I agree.

Ce3De3

Of the four I bought two as a turn around play - ended up selling out of lulu once the new CEO turned out to be a dud of an announcement I’ve made good money on buying & selling lulu drawdowns in the past but I guess this time is different (so far) & there’s better places to invest rn Still holding MELI and will probably buy more at some point over the next year… down about 7%atm

Historical_Air_8997

You do know margins don’t have to double for earnings to double right? MELI grew top line 50% in Q2 and averaged like 35% annual growth for 15 years. MELI will double their earnings in 1-2 years by top line growth alone. But they are also spending a lot which makes sense because the spending is working to increase demand. Their credit business is also pushing margins down temporarily as it grows out. But they also should be able to double their margins in 2 maybe 3 years. So with top line growth we’ll likely see a 4x increase in net income or more in 2-3 years

GelatinousDynamo

I've had a look at MeLi recently. At a 48x P/E and 12x P/B, the market isn't missing anythin, it is explicitly demanding that MELI’s current ~6-7% operating margin doubles over the next 1-2 years. The stock price already assumes management will successfully convert today's market share subsidies into massive future profits. If margin expansion takes 3 or 4 years instead of 1 or 2, the stock can easily suffer multiple contractions even while revenue continues to grow. It's not mispriced by the market, it's priced at a premium and requires perfection. Do the management know more that I do? Maybe. Probably. But I don't see it as a value play.

FartPolluter

MELI dip could be buy

alone-in-the-chat

$MELI what are you doing bro!!

Acrobatic-Ostrich168

Opinions on MELI? They are growing revenue like crazy but can’t seem to make it profitable and meet expectations!!!

alone-in-the-chat

well $MELI as usual is sinking...

creemeeseason

MELI Revenue: $10.2B (Est. $9.72B) +50% YoY 🔹 EPS: $9.19 (Est. $8.66) -11% YoY 🔹 Adjusted EBITDA: $975M 🔹 TPV: $101B; +56% YoY

Puzzleheaded-One-607

Same story as always for MELI. Monster top line growth but market selling the decline in EPS numbers. Hard to bet against their management team for me.

MitchCurry

I have AXON, BROS, EZPW, and MELI reporting after the bell. Quite the eclectic mix.

NerdSlamPo

calls on ELF and CELH. MELI shares. super cheap price for calls compared to SNDK (lower risk/reward though)

NerdSlamPo

who cares about SNDK -- ELF, CELH, and MELI bout to crush earnings

DoubleDownSoft20

whats the earnings play to full port into this evening , from ELF /MELI/ AXON/ APP

YardPositive4668

MELI for a milli?

Ok-Adeptness6444

Interested in RDW and MELI.

thenuttyhazlenut

|Ticker|Allocation| |:-|:-| |KSPI|22.75%| |ADBE|12.25%| |ACGL|10.50%| |DR (TSX)|10.50%| |CWL (TSX)|8.75%| |QFIN|8.75%| |PBR|8.00%| |TME|6.25%| |FMCC |5.00%| |SGOV|3.25%| |MELI|2.25%| |QQQ Put|1.75%|

Cav829

Not to mention long'd MSFT, long'd MELI, shorted PLTR, shorted CAT.. His Nvidia shorts and his LULU longs are like his only big two bad calls lately. He's actually kind of on a roll.

NecroticNecron473

Current portfolio (\~$250): GOOGL - $74.79 V - $48.41 INTU - $33.37 MELI - $33.09 COST - $22.41 COKE - $21.84 TOST - $17.1

ruffyofwar

His shorts were very well timed. Shorted PLTR near ATH, shorted AMAT near ATH. QQQ puts near ATH. Bought VEEV, MELI, and others at the recent bottoms. Guy knows what he’s doing. His AI bubble thesis is too big brained for me, but I would not bet hard against him.

Effective-Pace-5100

I love companies that just consistently grow their revenue like crazy. AXON and MELI are some of my biggest holdings

MitchCurry

Just added to QXO (7% more shares), PRCT (13%), ISRG (6%), and NTDOY (13%). Nintendo is now my 2nd largest position (trailing MELI) by total cost basis (ex. ETFs which are \~1/2 of my total cost basis overall). My bull case on Nintendo: * Memory costs are cyclical and the JPY 100B FY27 guidance headwind from memory is transient * NTDOY guidance is legendarily conversative (some may even say outright sandbagging) * IP monetization is early (just 3% or total revenue) and will be a huge driver over the next decade * Install base of 100MM annual playing users drivers huge revenue regardless of future hardware sales * $14.3B is cash with zero debt. They can weather cyclical downturns, fund acquisitions, accelerate IP development, or just increase dividends Plenty can go wrong. I'm betting over the next 10+ years, they go right.

CivilizedSteve

Good advice. I told him basically that and his latest is * **VOO  42.5%**  * **QQQ  10%**  * **FMTM Momentum ETF 7.5%**  * **BRK.B  5%** * VXUS 5% * **MELI   MercadoLibre  5%**  * **RXRX  5%**  * **SOPH 2.5%**  * **MCK  5%**  * **MU  2.5%**  * **NU   2.5%**  * **AMZN    2.5%**  * **GOOGL  2.5%**  * **META 2.5%** * **MP   Minerals 2.5%** 

No_Presentation9490

* **QQQ  25%**  I'd wait for a discount on this especially if it's in a tax advantaged account. This isn't an index you want to buy when it's expensive if you're not actively monitoring your account and willing to de-risk. Nasdaq has dropped 60% three times in just the past 30 years * **FMTM Momentum ETF 15%**  This can become dead money in a bad market regime * **MELI   MercadoLibre  9%**  Latin America’s leading e-commerce, digital-payments, advertising and logistics ecosystem. 9% is way too big a position for a single stock with foreign currency risk. It also has to actually execute its expansion to grow into its valuation, which is anothe risk. It doesn't matter how well a company is doing or how big its potential is; what matters is stock price performance relative to your entry point. * **RXRX  7.5%** Uses automation, biological data and AI to discover and develop new medicines.  Way too speculative and risky for this position size. * **BRK.B  7.5%** Dead money, period. * **VOO  6%**  Way too small position size for a core index fund * **SOPH 5%** Provides software that analyzes genomic and clinical data for hospitals and laboratories.  Way too speculative and risky for this position size. * **KRE  5%**  Rregional real-estate markets ETF The entire world is having an interest rate problem and everything real-estate related is interest rate sensitive. Buying these only works if you time the market, I would pass * **MU  5%**  Cyclical industry companies are ones to trade, not invest in * **NU   5%** Rapidly growing digital banking and financial-services platform across Latin America. Way too speculative and risky for this position size. * **AMZN    2.5%**  Use this to buy VOO instead, Mag7 are not immortal. * **GOOGL  2.5%**  Use this to buy VOO instead, Mag7 are not immortal. * **TRV    2.5% Insurer** Appropriate position size for this kind of holding but I wouldn't expect too much performance from this. * **MP   Minerals 2.5%**  Appropriate position size for this kind of holding but I wouldn't expect too much performance from this. Don't get me wrong, I don't worship the S&P 500, but this is not a well thought out portfolio

CivilizedSteve

KRE looks interesting but like you said it has run. Regional bank ETF. In March it may have been smart to go all in on AI but that's not a great idea now. I like NU and MELI for some upside plays but I also have Mastercard and Berkshire.

softboiledjadepotato

Pelosi picks are out, UBER, INTC, Bury picks are in BABA, PYPL, MELI

MitchCurry

Never is a long time but MELI, BROS and SHOP quickly come to mind.

SundayJan2017

Every time…PLTR, UNH, NVDA, MELI, SPCX, MU.

advan24r

QCOM and DIS, was too boring after owning it for almost 11 years barely did anything. ISRG, yet another boring stock. MELI, needs more volatility. Alot of opportunity cost else where, would rather now just throw it into dividend income funds if i knew these companies were this boring....

Berry-Reasonable

I disagree, many global markets have outperformed the US over the last two years. While the Ai trade is strong in the US, it remains to be seen if the market will broaden beyond a few leading stocks. In Latin America I like MELI, in Europe try Bank of Santander, or ASML, in Canada try the banks— strongest bank oligopoly I know. In Italy, Leonardo for defence exposure. There’s also Enbridge in Canada, Cambridge is also responsible for moving 20% of the US natural gas. And you might want to pay attention to defence stocks among non US NATO countries— lots of coordination and growth.

elgrandorado

Big moves with MELI, DUOL, and RDDT floating my port into the green for 2026. Gonna be fun to see the continual influx back into software as some of these companies continue to show their strength in the face of the narrative.

maston69

Outside of funds: ELV; MELI; BRK-B

LPHutz

Easy - all the stocks I already own! All the stocks that I would buy now if I was in buying mode. Google, MSFT, MELI, etc.

UnObtainium17

yeah, I have sold most of my MU the day after this latest earnings. Moving the gains to DCA into LLY, GE, MELI and SCHD.

UnObtainium17

MELI has been frustrating to hold. Solid company shit stock.. I just know the day i capitulate is the day it moons.

purdygoat

I bought MELI yesterday because I saw an advertisement while watching the world cup and I'm making bank. Apparently it's the Amazon of South America

Local_Economy

Brother for every bubble there are still fairly valued or undervalued stocks out there $BSX $ISRG $ZS $NFLX $HASI $BLDR $WMS $WM $MELI $AVAV

Mindless_Park_2574

MELI

AdQuick8612

Some of the most well known companies on earth are trading at a discount and out of favor! MSFT, NVDA, MELI, NOW, just to name a few. Patience and conviction is key though.

elgrandorado

Sold GOOG today. I figured with the equity raise and the IPOs of the AI Labs, it was time to cash in on my largest position and enjoy the gains. I think the company will do fine in the short & medium term, I just think with the circular financing going on, I would like to completely step away from the AI trade. Added more to MELI, FIG, RDDT, while opening up a big bet on ISRG, a company I've been following for years but never felt comfortable enough to go in on.

FartPolluter

might be okay if you van swing trade those. Bought some MELI today, looking at MCD if it continues its dump, decent price