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
Milei has lowered Argentina’s monthly inflation rate from 26% to just 1.5% The economy grew 7.6% in Q2 YoY 5.2 percent real growth. MELI
Were in the beginning of the AI revolution boys... we have a LONG ways up ahead of us. Purchase yourselves some $TPC and $MELI
AMD - Poised to undercut and disrupt NVDA’s monopoly on AI chips over the next two years with MI350 and MI400 offerings. ELF - strong cosmetics brand that just acquired high margin Rhode and can drive sales through an extensive marketing and distribution network. CAKE - Multi restaurant platform that looks like it’s poised for a CMG like run but trades at a cheaper PE than the industry average. MU - Only American manufacturer of high bandwidth memory (HBM) for AI. EPS growth projections are through the roof, but trades at a PE in the 20s currently. MELI - E-Commerce platform for South America. Seeing large EPS growth with tons of room to grow in a market not served by Amazon, etc.
“Argentina’s Economy Grew 7.6% Year-on-Year in Q2, Econometrica Reports” Milei crushing it $MELI
Have 14 positions. My top ones: PLTR, TPC (MY unicorn lol), MELI, ORCL, NFLX
Been patient on RACE to see if I can add a bit more at a steeper discount. ASML always looks interesting but I did my adds there during Mangomania. NTDOY (ticker for Nintendo 7974 ADR) is one I will be adding to if there are any sell offs after earnings. I'm also looking to see if there's any dips in MCO or SPGI now that the Trump Admin seems like it'll force the FED to drop interest rates. On the watchlist, MELI and AMD are two that I've had my eye on over the past couple of months but I haven't touched them yet.
CRWD, PLTR, NVDA, SPOT, AXON, MELI all taking a breather today. Housing stocks up for reason...GBRK, BLDR
Random trip down memory lane here for me. There's a name I haven't heard in a while. I bought shares in Oct 2014 at $28.98/sh and sold in August 2017 at $37.26. If I had held, I'd have a 7.5 bagger. I did use the funds from my sale and equally invested into HD, SBUX, UAA, and MELI. I ended up selling that HD allotment for a 112% gain, SBUX for a 66% gain, and UAA for a 7% loss. MELI is the only of the 4 I still hold and that allotment is up 890%. Not awful with a 265% overall realized/unrealized return but not 7.5x. Not following the threads from SBUX, UAA, or HD. This trip down memory lane ends here.
Amazon is much more than an online retailer. I think its very difficult to replicate an Amazon anywhere else in the world. Amazon is more of a conglomerate than anything else. Alibaba might be much closer in similitudes than MELI.
Totally mainstream but most people don't know about it. Mercado Libre (MELI).
Latin America with MELI, NU. SEA with SE.
I've seen a few write ups online about it, but all the payment names kinda blur together at this point. This one is more emerging market focused which is an interesting area, but even in LATAM there's MELI and NU doing similar things, plus STNE and PAGS.
MELI down 5% any news? Only thing I found was them offering free shipping on items over 19 Brazilian Real/3.39 USD
MercadoLibre (MELI) is expanding free shipping in Brazil as it looks to spur sales amid increasing competition, Reuters reported Friday, citing a company official. Reuters said Fernando Yunes, head of MercadoLibre's e-commerce operations in Brazil, told journalists that "practically the entire site will have free shipping from now on" and that the company will absorb the costs.
Jefferies analyst Alex Wright downgrades MercadoLibre (NASDAQ:MELI) from Buy to Hold and raises the price target from $2450 to $2800.
I did. Bought and held tech growth stocks including NVDA, CRM, MSFT, AXON, MELI, SHOP, CRWD during huge run ups. Sold everything in November, bought back in in April-May to stocks beat down on the Trump trade including ELF, TTD, AMD, and back into MELI, SHOP, AXON. I am up ~125% in 3 years.
Same way he found $MELI at $40 I think
MELI's new price target is $3K, not a financial advice.
Yes. I had a significant cash position in SGOV coming into the year. Deployed about 30% of that cash into MELI, HIMS, RYCEY, NTDOY and several of my current holdings during the April correction. From mid March through mid April I made over 100 purchases. YTD my biggest winner is HIMS. NFLX and MELI have done well too. Others, like COST, are up a little. Overall, up 11.X% on the year, across all portfolios. I stay winning.
I agree with your 'unpopular opinion' and largely follow it myself. Another 'unpopular opinion' is I mostly avoid the popular large companies (the only exceptions in my current portfolio are BRK.B and MELI). I don't believe following the herd as sentiment waxes and wanes is a sound long-term strategy. I believe undervalued well run small companies exploiting promising niches offer the most promising returns for patient, long-term investors.
I had. I might have been lucky in my pick of the fool picks. I didn't buy 100% off to the recommended stocks every time and did my own research. I used the RuleBreaker Service and later StockAdvisor. I started my investing journey in the second half of 2016. I've bought and held NVDA, TSLA, AMD, MELI, SHOP, TTD and others up until now and am still invested. I started with 100k and have currently 260k in my portfolio, which is close, but less than the SPY performance of +180% in this timeframe. I however took out around 130k successively to build our home during these years and there's 25% of taxes on any earnings from the stock market where I live. So go figure.
MELI's 5% of the cost basis my non-cash, non-ETF portfolio and now 15% of the value of my non-cash, non-ETF portfolio. It's my largest position, even larger than my broad-market ETF holdings. I don't put a reverse DCF on a pedestal or anything but I find it a good tool for the tool box. Using FY24 numbers and assuming 25% FCF margins (they were at 34% in 2024 and 31% in 2023 so 25% is conservative), it has an implied growth of 25% revenue annually over the next 10 years. That's not nothing but it's also not sky high. Some numbers I also look at as part of my review of my holdings: It's also trading below it's 5 year averages in P/S, P/GP, P/FCF, P/E, and EV/EBITDA also it's trading above 3 year averages. I'd add before selling but right now, I'm doing neither. My last add was March 7 at \~$1,910.
MELI +50% YTD, geez didnt realize it was up that much. Should probably be trimming some off here
What a run for Nintendo. Y shares are up 46% YTD and has in the past 18 months. It's quickly gone from a new position to my 3rd largest non-ETF holdings, trailing only SHOP and MELI. Now if I could only get a pre-order on a Switch 2.
I've decided I'm going to blindly buy calls in any stock bought by congress. MTG bought Intuit last week (or so), but i passed. Their stock is up massively after hours. I already bought shares in MELI as well.
Galperin stepping down as CEO of $MELI.
Representative Marjorie Taylor Greene has disclosed another buying spree. She purchased hundred of thousands in stocks on May 14th. This includes buying United Health, $UNH, MercadoLibre, $MELI, Google, $GOOGL, and $AMD. You bears FOOKED
I think it’ll reach 25-30 in the next year. Yeah different plays in theory but I also already have MELI (again completely different play) giving me latam exposure. Might end up taking profits there and starting my CAAP/OMAB positions. I just don’t like holding too many individual names but I’m also pretty bullish on latam growth.
Yeah, it depends on the initial thesis. Like I own JXN because I think it's absurdly cheap. If it gets to the $160-170 range it's probably not and I'll sell. That's my whole thesis. Similar with the offshore drilling names. They should easily 5-6x or more in the next few years, but I'm happy to unload them at that point. Then there's the MELI, CSU, UFPT names. I don't plan to sell (barring obscene prices being offered because I firmly believe there's a theoretical price at which you should sell anything). This is the low maintenance part of my holdings. Then there's the not sure yet, but hope to hold them for a long time. NBIS and ODD are the two I'm riding now. I actually trimmed a few shares of ODD around $70. They're both promising and I'd love to hold for a really long time, but they're also smaller and speculative. These names tend to be good names to micromanage as they present opportunities to buy low and sell high because of their speculative nature. ODD will likely yield some chances to add later this year as they invest in new projects and probably see a wired earnings print or two. I'm definitely a fan of numbers, but also nuance. However, I do try to limit my total holdings. Anything I buy should be a better opportunity than something I own.
u/_hiddenscout has tons Also: CAAP, BRC, LNG, BKNG, MELI, UFPT for a few I follow.
Why hasn't $MELI split yet
I didnt buy gold but went heavy international and bought MELI and SE.
Slightly misleading on ERJ because 5 years is dating from the peak covid low and aviation got killed. It's up about 150% from its February 2020 levels, which is probably a more accurate measure of performance. There's other great companies from South America too. CAAP owns airports. MELI does their thing. STNE has a little following on here.
Brilliant execution team. MELI and SE (and MSFT tbf) have singlehandedly turned my 15% YTD losses into 20% up for the year.
$NOW is close to all time high. I couldn’t buy much because I was focused on $MELI — but this company is an absolute beast. Can’t wait for another crash, hopefully sponsored by the same guy who crashed the market 30 days ago. ServiceNow has grown its revenue by over 20% every single quarter since 2014.
Also posted MELI on the wrong day as well
Whilst proving very effective at destroying a great economy even Trump couldn’t bankrupt a country to that degree in that shorter time frame. If the Americans elect him for one or two more terms he could probably reduce America to Argentina. (Don’t laugh about Americans electing him again. They’ve already down it twice which is beyond a sane persons comprehension) On a positive note buy MELI. With Argentina turning a corner, that business is going into hyperdrive.
Not sure why you are so hostile. My MELI comment was clear > an earnings thread for them. I said an earnings thread not discussed in this daily thread. It connected with my top comment. About politics on front page. Im just being vocal about the politics takeover others probably feel the same but dont say anything. So you just shooting the messenger. It wont ever happen but a solution would be to have a daily politics discussion thread where you then put all the "impulsive tweets and claims of the president and his accomplices" into one thread for everyone to follow.
Not sure why you are so hostile. My MELI comment was clear > an earnings thread for them. I said an earnings thread not discussed in this daily thread. It connected with my top comment. About politics on front page. Im just being vocal about this others probably feel the same but dont say anything. So you just shooting the messenger.
I’m here every day and MELI is discussed often, including today, and including yesterday. Many of us regulars trade MELI and discuss it. Do you agree or disagree with this statement: The hourly machinations and impulsive tweets and claims of the president and his accomplices trigger all kinds of stock market moves. If you’re honest, you agree. And thus you know why these manipulations aren’t just on topic for stocks, they’re possibly the *most* relevant factor.
r/investing is how I envisioned this sub when I first discovered it. My comment was about hoping the sub being closer to r/investing than r/economics. Or at least discussed company earnings more often. I hold a stock called MELI and there wasnt even an earnings thread for them.
https://preview.redd.it/rkvttncu4lze1.png?width=1115&format=png&auto=webp&s=c75922c6e005939ca9913b62a4c5eafdc1dcc083 3 months of mistakes one after another, fought back, got lucky, got unlucky, made some regard bets (looking at your, PLTR) but finally broke through. While I refuse to leave the casino, I will be focused on deploying into higher quality stocks, keeping a fair amount of dry powder on hold for the next rug pull/drop (likely when tariffs start hitting the actual numbers) and obviously some money to take stupid risks. Also, thank god for MELI and MSFT.
If I had to bet (and technically I kinda did since I own it) I'd wager that MELI will be the first trillion dollar company in Latin America.
As with most things, we have to wade through a bunch of junk to get to something good. MELI was fantastic. TOITF was fantastic. I've been talking about ODD for months on here and it absolutely exploded after earnings. You're one of the ones that puts out interesting names at least, so thanks!
You nailed it. I entered the thread expecting some earning discussions this has been a major week for non-Mag 7 earnings some companies even reported today in pre market. Entered and saw just more r/politics type discussion. I know the tariffs is front page news but two of my holdings reported earnings in premarket. Two others did in after hours yesterday. One was MELI great company glad I own them.
Seeing MELI soar after their earnings makes me kick myself silly for selling in the first place.
Tell me MELI reported early and I missed the one play I was gonna go in on
MELI, it is incredible how they can ship anything in a rural area in Brazil, sometimes in the same day.
Why did MELI report earnings early?
If you don’t own $MELI forever, you hate money
Where are my fellow MELI holders 🤑🤑🤑
MELI... A true earnings darling 😍
MELI just keeps delivering. Please stock split.
The company that is my largest non-ETF position at 15% of my portfolio is up 10% AH? Yes, please. Thank you MELI!
Please hold up till tomorrow MELI. 24K in options, 52K total return if it holds above 2460.
I bought GRAB/NU too. Also bought SE and MELI. I agreed with your thesis it didnt feel like those international businesses for going to be effected they had limited US exposure.
MELI release earnings before market, and conference call after? confused
MELI need to chill. Everyone is red you cant just retest ATH
MELI decided red is annoying and weird and its more fun to just truck to new ATHs instead
MELI and NU have been on a nice run here, along with STNE/PAGS wish I had more international vs US for sure
MELI is a long term hold for me, feel like it has the makings of a secular winner unless I see something really bad crop up
Yea loaded the boat on MELI and SE when I learned they weren't going to be effected by the US tariffs yet tanked on that news.
MELI getting awful close to ATH, pretty impressive
I don't know what you're talking about. MELI is fintech *and* ecommerce. And whatever your opinion of their ecommerce platform, it is *by far* the most popular in the region. Is it like Paypal? Yes. Is it like Amazon? Also yes.
Agree with MELI. Disagree with TJX. Unsold stock is still subject to tariffs. CVNA is also questionable, since used-car prices could rise above new-car prices as demand picks up---as was the case a couple of years ago. I bought a new car around that time because it was cheaper than a used car (the caveat being the considerable wait time of two months). INTC also not a slam dunk. They have a long recovery ahead. Also, they import components from overseas, so they are subject to tariffs. They do benefit from increased pressure to buy US-made chips, but this may not offset the hurt from the above. Nevermind that tariffs may throw us into a recession, deeply offsetting any advantage INTC might see from people buying US-made chips. They might do less poorly, but they probably will still do poorly.
MELI has the great advantage of not selling in the US, which insulates them from the tariff dumbfuckery that Amazon is facing. Political instability and uncertainty in Latin America are a thing, but are they more a thing than the political instability and uncertainty we now have in the US? I like MELI as a way to de-risk from the suddenly volatile and uncertain US markets.
Just because we got a confirmation day in the rally attempt does not mean people are standing in line to buy. $MELI broke out. So what? At 63% of average volume the 'tutes are sidelining. So I am watching for something with some love. $PLTR for a starter, but where is the volume? Oh and those major moving averages? Uh huh. SMDH.
Ofc, it is nice to see MELI and EVVTY at least not sucking as bad as US stocks for once lol
> MELI is so resilient. Helps that it's not American - that's even an advantage at this point. Many Latin American consumers might now prefer to buy from a local company instead of Amazon.
MELI is so resilient. Any MELI holders? 🙋
MELI - the Amazon of Latin America
For now and the immediate future, I would just put everything in Gold. There are no safe bets with this idiot. Just follow Buffett, he has like 400 billion just sitting there unused in cash. He's either waiting until thousand dollar like BKNG and MELI stocks are down to about $50, or he's waiting for Trump to be gone. Or, at his age, he just might be done with everything.
>If he's going to sell calls on unh I'd sell them itm as a way to exit. Selling calls in general is a losing strategy. I'd avoid it as much as possible but if he decides he wants to I'd agree. >I think target and wal mart are both going to be in some pain in the months ahead. Consumer debt really can't handle much more pressure and consumer confidence is just not there. That's why I suggested a long TGT/short WMT trade. WMT is near its highs on declining margins w/ meager growth. Target has seen a small drop in revenue but if the consumer is tapping out both will see a decline and WMT is likely to fall much more given the sky high valuation. TGT doesn't look terrible here as a long on fundamentals but the consumer is certainly shaky. That being said, the stock is down almost 40% since the election, so it would appear that is being priced in to an extent. Either way absolutely a long relative to WMT imo given similar consumer exposure and diverging valuations >I also wouldn't touch LLY or most biotech, especially right now, due to its reliance on medical trials. Unless you can properly hedge the downside or take a defined risk position that you're comfortable with. The hedge to the downside risk is the valuation of these companies. Your view is the consensus: don't touch biotech. Hence why XBI is at 2017 levels. I've found that when everyone can agree directionally on something it tends to be mispriced. That being said I agree that any single early stage biotech name has massive binary risk. The sector as a whole has immense uncertainty surrounding it and given historically low valuations is a reasonable sector to consider a position in for a swing in sentiment. >Mercado Libre is worth noting though since you talked about Mexico and Latin America. Agree this will probably do well on LatAm flows but I'm not a fan of the valuation -- valued like a US company in a LatAM market and feel there are much more compelling options if one wants to choose a single name in Brazil. I'd rather own something like INTR at 16x trailing earnings w/ similar revenue growth to MELI and a larger growth runway
MELI's the play. A dominant leader in global e-commerce, leveraging underpenetrated markets in Latin America that are primed for significant growth. Buy and hold. To the moon!
Wanted to add to MELI so bad but was waiting for 1600s missed it.
MELI and MNDY look strong out of this bottom, lots of buyers wanted in
I wouldn’t do Intel, PayPal personally. Plus, I would have more diversity in other areas like LILY, HIMs for healthcare and MELI, SHOP for consumer, and some banking like SOFI. Try not to load up on all form the same sector if you can.
I have COIN calls, ASML call, MELI call 
MELI back through $2k is nice
I actually own MELI, ASML, MNDY swapped CROX for some more AI infra recently good picks!
Thinking about buying back into MELI
Not sure what bombed out is for you but MELI is in a 20% drawdown, ASML at 45%, if you believe tariffs will abate, CROX also at 45%. I like MNDY at 32% drawdown.
Had bookmarked some seemingly amazing companies to buy should they fall further MELI, FICO, VISA Along with additions to ASML , TSM , META , AMZN Wait more now. One thing is for sure, next 3 years should give a lot of opportunities.
I bought MELI puts for $800 last Monday. Each one before Friday closing was 7k. Tomorrow they'll be worth 13k each. Fuck you MELI
Google and AMAT looking good, challenges aside. I'm not trading just accumulating. Then there are companies like MELI who it doesn't really make a difference and selling that is just dumb. RCAT looks interesting though.
Nothing wrong with your plan. I did the same as you in 08-09 and it served well. Took a little longer to get the gains back in 2000 but I was newbie then. My core investments are still all in place, letting those ride. I’m going to be on the hunt for quality hold forever stuff, and quality small cap growth juicers. MELI, APP, RKLB NU, etc.
Good amount of GOOG, META, MELI- already own but would expand my position. Also looking at things that could get crazy cheap. Maybe Reddit goes back to IPO prices? I like UBER as well. Private equity names have been beaten down a ton- take your pick. They’ll bounce back eventually. Other names I’m looking at- KNSL, JXN, TPL, ASML, FIX… we’ll see how much they get beaten down.
I bought meli puts for $800 Tuesday. Each one of them is worth $7100 and i am not selling. Fuck you MELI
Fucckkkk I just dropped 20k on MELI puts 🤡. The money i can make though. 🙏🙏🙏🙏