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
GOOG, BABA, MELI I want to have some China and emerging market exposure over that time period.
`•` `ACGL: 27.25%` `•` `QFIN: 16.50%` `•` `CROX: 12.25%` `•` `WISE: 12.25%` `•` `DR: 11.00%` `•` `SGOV: 8.75%` `•` `YOU: 6.00%` `•` `UNH: 3.00%` `•` `MELI: 3.00%` `CROX, YOU, MELI were recent buys`
Prhp is the new MELI l8r h8r - 87 shares im going to FIRE
It IPOd in 2021 at a generous valuation, followed by the global economic recalibration post-Covid, where many companies got hit, especially ones in the financial space such as banks and payment providers. DLO is a payment system provider with solid consistent growth. Def read up on them, they also just got a very esteemed new CEO as their leadership who used to be CFO for $MELI
This is all true, but for many traders 0DTE is very tempting to play with. Last Friday I made almost 50x return buying a few MELI 2,380 puts for $1.20 at open, and selling them for $50-55/ea couple hours later. Is it sustainable in the long term; or even repeatable? Probably not. But with this kind of risk/reward ratio consistency might not matter…
This is all true, but for many traders 0DTE is very tempting to play with. Last Friday I made almost 50x return buying a few MELI 2,380 puts for $1.20 at open, and selling them for $50-55/ea couple hours later. Is it sustainable in the long term; or even repeatable? Probably not. But with this kind of risk/reward ratio consistency might not matter…
Pro MELI, pass on Ice Fight returning.
Sold a chunk of my JPM and moved the money to MELI. Been wanting to have that company in my portfolio. It dipped massively recently but my money went to other stocks like GOOG, GRAB and NU.
And they've got Pedro Arnt as new CEO - was CFO for over 15 years at MELI!
> Mexico There’s actually an Amazon like competitor, Mercado-Libre (NYSE: MELI), servicing Latin America. They registered in Delaware so QQQ has it, but S&P passed. Latin America has enough pride especially after the last several months .. they’ll probably go with using that. It’s one stock I look for in global/western hemisphere funds to see if the fund company did its homework, i.e. .. more like original Van Halen adding no brown M&Ms in their concert tour rider contracts (to see if everyone did their homework) vs. anything geo-economic. Still when I see especially bogleheads saying VTI+VXUS gives them all the world’s stocks … not exactly.
Yeah, sure (sorry, this is a bit of a rambling rant, but gives you a little look inside my controlled chaos). The common theme is really simple, find wonderful companies and just keep buying them at decent value points and holding more and more over long periods of time. Before I started investing I tore through a bunch of books. I started following companies and engaging daily. Researching companies, jumping on earnings calls, looking over financials. I learned the foundational aspects of the art of valuation. The book that struck me the most was One up on Wall Street. We run into incredible companies all over in everyday life, keep your eyes open and you'll see them. That gives you a great spot to start your research. When you find good ones buy, get to know them better and if you're right buy more. Then buy some more and keep buying. And if you're wrong cut bait and move on quickly. IMO, reading and learning is lost on too many coming into investing today. If you don't want to learn and don't enjoy learning about the details of how a business functions you shouldn't be investing in equities. If you enjoy that as a hobby and want to use your time to do those activities, equity investing may be for you. This led me to buy Apple in 2008, Activision in 2009. Netflix and Google in 2011. Costco in 2012. Casey's General Store in 2012. Tesla in 2013 (although I'll still argue this was a stupid move by me as the financials were scary). NVDA in 2017. MELI in 2020. It also led me to others at great value points too like OKE and ABBV and NTDOY and 6016.T and KNSL. All solid, well run companies with a level of pricing power and some special sauce. And I don't really sell, if it's working I look for spots to add more. Also, I slowly built a cash allocation plan. I never invest just b/c I have money. I stack money until I high conviction idea. And I don't just buy once, I generally aim to build a position out over time, getting to know a company better and better and building knowledge and conviction...or not and then I cut bait. That may lead to long periods where I'm sitting on cash equivalents (like SGOV and some select Munis and high quality Bonds right now). But then when I see value I generally go crazy. Example, in 2018/19 I was building a few positions (like NVDA) but largely building cash as I didn't have any great ideas. I was still buying small tranches of my favorite companies, but in small increments (I'll be a net buyer of equities until I die). Then when 2020 hit valuations were massively attractive so I went crazy. I made about 100 buys between Feb and August. Did the same in April of this year...over a 2 week period I deployed a massive pile of cash. When the market provides attractive valuations, I always have cash ready to go. I'll never deploy 100% of my cash and new money always goes immediately to cash holdings. Options -- My thoughts are simple...if valuations are stretched and you're ok moving on from some shares, sell covered calls. If valuations are low and you would like to take on some shares at specific price points, sell puts. Around 2013 I picked up Options as a Strategic Investment (the options bible IMO). I don't necessarily aim to TRADE, but to use options as part of my long term buy and hold strategy. That leads to me SELLING a ton of options, but buying very very few. In April of this year I sold a ton of puts at prices I wanted to add shares. I'm generally very conservative here so the only equity I took on was HIMS in the 25-30 range (below my fair value range by a fair %). The others just added cash to the cash pile. Google is a good example. I was selling puts in the 120-135 range, but I was also buying a little in the 150-170 range. Recently I've been selling a lot of HIMS (overvalued from my 33-37 fair value range), NVDA (I never rebalance to rebalance but this position is extreme and above my 130-142 fair value range) and AAPL (above my 180ish fair value range) covered calls. I've also been selling CRM puts in a conservative 205-220 range (just above my 197 bear case and below my 225-250 fair value range). I don't recommend options for most, but if you really have a good feel for valuations you can use them strategically to get in and out of positions and drive additional cash to invest.
MELI looks good. I bought some.
Looking into MELI, KEP, UNH, and CHTR. Not sure yet.
Europe and China are also dealing with debt issues, Japan too but they've always kinda had high debt loads and weird BOJ policy. It's a tough question, bets on the global south maybe? Stocks like MELI seem like they'd do better with a weak dollar.
5 years are over: Nvidia had a crazy run. Tesla 3x is ok. AMD 2x, MELI 1.5x. So not the worst picks considering a lot of stocks went down in the past 5 years.
Nvidia had a crazy run. Tesla 3x is ok. AMD 2x, MELI 1.5x So not the worst picks considering a lot of stocks went down in the past 5 years.
I remember! Payments are definitely hard right now. I do like that they have a lot of exposure to Africa, SEA, and LATAM though. I think these are huge potential markets. I'm not really hurting for LATAM though, since I own NU, MELI, and CAAP.
Overall, in my retirement portfolio: * MELI (9.65%) * QQQ (9.57%) * VOO (9.45%) Ex. broad-market ETFs * MELI (9.65%) * SHOP (4.88%) * SOFI (3.12%) Taxable portfolio, where I only have 6 companies and 3 broad-market ETFs * TMDX (23.14%) * ATZ.TO (18.35%) * SNOW (12.50%)
Congrats, I wish I kept my MELI(purchase price was around $500)
Just bought MELI puts. I think we might get a nice dip here. Very expensive but the premiums are nice
I don't have a lot of turnover at the top of the portfolio. My largest names, in order are: HWKN, NBIS, MELI, and CNSWF. Other then NBIS they're all long term holdings that grew. NBIS I bought recently and it went on a tear. OPRA is cheap largely because of large Chinese ownership, which depresses multiples. I've largely avoided it because I don't think there's a re-rating in the cards for Chinese names. However, it's very possible the company just gets acquired since all the AI names are in the market for browsers all of a sudden. What about you?
If I invest internationally I avoid plays limited to 2 countries or less. I like SE, MELI, and NU for their multi-country reach. NU may expand further. I took a 2% position in JMIA during the April dip under $2 for the same reason; it’s worked so far but remains riskier than SE, MELI, and NU.
MELI missed EPS by more than 10% yikes
MELI disappointed on earnings, signals weakness in e-commerce, correlation whether deserved or not
MELI with a miss on EPS and beat on Revs. I’ll have to dig in
Wow, did MELI actually miss this time? Feel like it always soars after earnings
I don't have access to options. I just own shares. Can you please tell me what the implied movement is on $MELI?
MELI call MCD and DUOL puts Printing money
is there a way to short MELI.. options are too expensive.. I feel it will drop to 2200 after earnings
RKLB is currently my only holding. My strategy now is just to be super patient waiting until I have extremely high conviction about a play, then basically go all in. RKLB I’m planning on just sittin on it for a decade or two bc I think it will have a similar trajectory as MELI did becoming a 100x bagger. I have about $100k separate cash that’s ready to be deployed when my conviction is high enough.
Mercado Libre (MELI). Had 500 shares all purchased under $60. The volatility scared me, so I sold it all at $130, pleased with more than doubling my investment. … For those who don’t follow it, it closed at $2375 yesterday.
My dad let me pick a stick to invest $5k in when I was in like middle school. This was a couple decades ago. I picked MELI when it was $15. He decided on his own to panic sell right before earnings when it had increased to $30 and he gave me half the profits. I was angry at the time that he didn’t consult me, and especially after earnings turned out good and the stock kept going. Well now imagine how I feel when MELI is nearly $2500…that $5k would’ve been worth nearly a million $ now. FML but at least I’m sitting on 4000 shares of RKLB @ $4.70 now. $18k to $200k and hopefully just getting started on my MELI redemption arc.
I bought 100 share of LMGIF @ \~$15 my first couple months into investing (early 2023) it made up %60 of my portfolio. I then sold most in order to diversify my portfolio, it's up %150 since then. I've since learned if you have strong conviction you gotta swing for the fence. I only own 8 companies now anyways but concentration if you know what you're doing is a plus. LMGIF, BN, and MELI make up %75 of my portfolio now, I'm hella concentrated and have a lot of conviction in these companies.
My 2 biggest positions ($PLTR; $MELI) report on the same day and time. Boy, I'm nervous!
Can you let me know what strike and date u r thinking for MELI? I was thinking 2600c 8/22?
I'd be all over MELI if that wasn't so damn expensive
NVNI is legit, it is one of the best AI plays in South America, Brazil it is a strong growing market, so in my opinion it is undervalued, the only competition they actually have comes from Argentina, with MELI, although they are apparently on different sectors.
Yes in that timeframe I think it’s possible for QXO. Sorry I meant MELI not METI.
I agree. April 2025 was a bottom for a lot of stuff. Like I said it was due to their earnings. It would be like saying you bought MEDP the other day after their earnings came out. I never mentioned COHR. You might be confusing me for someone else. UBER, WBD, SE, NU, and MELI were some tickers I discussed on here. WBD silently up 74% since April dip. Barely see anyone talk about the WBD turnaround on here.
Decades down the road, think AI will help the “emerging markets” segment (IMHO). Already seeing where DFA funds concentrate on small EM stocks which raise their dividends .. vs simply small value. Plus we are seeing more global partnerships not only in the tech mega-caps to mid-caps, consumer giants, etc.. but also truly transnational “e-tailer” companies as both MELI (Latin America) and COUP (South Korea) are registered in the U.S. MELI is in QQQ but not S&P, .. while COUP is in the Russell.
Why “don’t hold” MELI? Last I checked it returned a higher percent ROI than GOOG and AAPL over the last 10 years.
I think GRAB and MELI (don't hold) have fantastic potential long-term and are not good stocks to try and play price action on, but we all allocate differently. Good winds besting Grab long term with the capital.
MELI will take over where Amazon can’t.
Except for MELI all of these could double and 3x their EPS and would still be overvalued at today's prices. Maybe we will see them reach 1T in the next 15 years 🤣🤣🤣
I can't believe I had to scroll this far to see MELI. To me, this one basically seems like a guarantee to be a 1 trillion market cap company at some point in the future.
One of my top picks right now is Mercado Libre (MELI). Given current geopolitics, I think Latin America is in a good position to thrive and Latin Americans are adopting more and more e-commerce. Mercado Libre is well positioned to grow with those trends.
Isn’t this a slam dunk for MELI though? They are amazon and digital payments for ALL LatAm
Yeah I just checked the price on MELI and NU. Still pricey, but better than before. Eventually TACO, so I guess this is a small discount.
MELI and NU down big on the Brazil news. ERJ getting absolutely demolished. MELI and NU were not that cheap before, but ERJ is interesting. Not sure how much this will actually effect their business as a lot of aviation growth is ex-US, so no tariff fallout.
MELI down 1% on this is maybe the dumbest thing I’ve seen
MELI puts going to absolute print
RKLB, DHR, MELI, NU, ASML are core positions!
1810 - Elon Musk (pre fall) and Steve Jobs rolled into one. Behemoth in non Western countries and the EV growth looks insane. HY9H - clear leader in the high performance memory segment. They are clear partner for choice for Nvidia and looking to do mass production of HBM4E in H226 which looks like a year or more quicker than MU. MELI - fintech and e-commerce synergises very well. EM also typically does well when the USD falls.
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.