MELI

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

FartPolluter

MELI too tempting for this guy at this price

PuzzleheadedTill8635

The Fidelity app also rates MELI a 0.8 (Very Bearish) and BN a 1.4. Their rating methodology is questionable to say the least.

throwaway9gk0k4k569

I am calling it the Software Psych. There's a lot of interesting behavior in the numbers this week. Notably, CSU was up Friday. Major outlier. Roper? Ignored. A lot of payments seem to have hit a shelf (NU, SE, MELI, TOST), but I won't touch them because consumers are fucked. CHYM and SOFI are interesting here. Some Cybersec dogs have been ignored, but I think will see major recovery this next year or two, especially ZS, which just had that horrible earnings, but should recover. Checkpoint is a buy for me, and Rapid7 is risky but I know them well enough to think they will recover. There will some consolidation in this sector in the coming years, so be wary.

nerveclinic

I bought AG, MELI, PSLV, BE, CAMT and 1 share of MU all close to the lows of the day.

nerveclinic

I bought AG, MELI, PSLV, BE, CAMT and 1 share of MU all close to the lows of the day.

booobReviewer

MELI is one of the few emerging market tech plays with genuine competitive moats. They're basically Amazon + PayPal for Latin America, and Mercado Pago is becoming a full-fledged digital bank in several countries. The Brazil macro situation has been weighing on it, but their logistics infrastructure investments are starting to pay off — shipping times dropped significantly last year and on-time delivery is now competing with Amazon. The valuation (40x+ earnings) keeps it volatile, but if you have a 3-5 year horizon this is a compounder. Just size it so a 20% drawdown doesn't spook you out.

UnObtainium17

Buying MELI on the dip will eventually pay off, right?

BladeFireQ

SPGI and MELI I do believe that they are high quality stocks and I do believe that they will print, it's just a matter of how much pain can you handle

Mountain_End4381

Just buy MercadoLibre $MELI

Vivid-Skin4451

There are of course a lot of ways to play these sectors but below are some of the ones I own/like. SHOP, MELI and SE for e commerce. AMD, Nvidia, AVGO for semis.  SNOW, DDOG, MDB and NOW for software. OXY and CVX for oil. 

buried_lede

MELI too. I don’t want to pay $1600 for one share

About_to_kms

Me too. After getting burned from oct-Jan, I decided I’ll just rotate my portfolio to safe stocks. Bought the likes of msft, meta, unh, nvo, axp, csu, spot, nflx My fun stocks are RDDT and MELI I too feel like I picked all of the wrong horses

Black_Swan_Down

I don’t get the downvote tbh it’s a good pitch. I would say the risk/reward might not be the best today though. I have ouster but risk/reward MELI/META seem better.

elgrandorado

Thanks! Yeah I went dumpster diving after moving out of the semi trade with ASML in Q1 this year. I also sold some short term laggards that I just didn't follow quite enough (the ratings agencies). I've been trying to take an approach closer to that which Peter Lynch suggests, which is to invest in what you know. Investing in a GOOG or FIG has been much easier to understand and manage for me. Same with RDDT & MELI, which are companies I or my family regularly interact with. Better to invest in what I know, than to invest in companies that I looked at that I just couldn't wrap my head around (BN & CSGP were two of those which I studied for years that I never got comfortable with). It took me like two months of research in 2022 to fully get into the mechanics of ASML, and the drawdowns on that one were frustrating to stomach. I made money back in 2023/2024 with NOW and I never fully wrapped my head around that one as well. I'll probably also rotate out of a couple of holdings that I still only understand peripherally

Fuzzy_Louise_2405

MELI and META and is not even close. Great companies at great valuations, both with excellent growth for the next years and years to come. Only reason they are down is because they are investing on making their business even better and both are seeing the results already with more acceleration on revenue and Gross profits

tired_ani

Took a little(1 month) break from looking at my portfolio. NTDOY and BSX killing me but the rest have risen nicely over the last few weeks. Might buy NTDOY, MELI, SPGI and SAFRY.

JaredFlys

MELI

elgrandorado

I have been buying MELI, RDDT, DUOL, FIG, NTDOY, and CNSWF over the past month in a half. I think once the dust settles on the semi supercycle, we'll see the strength of these firms in their earnings over the next few quarters.

JBurton90

I once owned MELI (sold at a loss on a downturn) and CVNA (bought $10 to sell $20) and many others that have ballooned. It is what it is. The S&P 500 is always changing and so is the market. Find the next balloon.

Glittering_Water3645

Compounding business with increasing revenue and earnings growth traded at a modest valuation (PEG below 1). Uber, nvidia, NU, INTR, MELI, adobe, expedia, reddit, meta, BN among others

achoo_blessyoo

Today I bought some MELI

confused_teabagger

$MELI what's up my fellow Burry enjoyer?

Double-Exit-8212

I like the look of NOW and MELI on [tradeodds.io](http://tradeodds.io) going into next week.

guyoffthegrid

Cross-border e-commerce is a race to the bottom re. margins. Having only an infrastructure that enables third-party businesses to participate is not enough. Taxation, invoicing, accounting, payment requirements - both for the platform and the third-party sellers - are heavily localised. And there is the logistics leg. Unless the platform does not offer an all-in-one solution for the third-party vendors, it just does not worth it. And why would a big international /global brand integrate with a third party platform, and give up part of their margin, instead of just selling through their own Webshop - they already have heavy global operations, finance, logistics etc teams in-house to manage their transactions. These ‘traditional’ marketplace services might generate big amount of revenues. But look at Amazon - even them get most of their profit from AWS and not from the marketplace offering. It is just me, but being a bit familiar with international online marketplace operating model, I would not invest into this business (maybe under certain circumstances, when it’s a turnaround play, or if it’s coupled with another moat like MELI with their payment leg). I am not familiar with GLBE as a business, they might be different, but international e-commerce is just not attractive to me as it usually lacks a good risk /reward balance.

WickedSensitiveCrew

Non-tech, financials, and international stocks. Some examples MELI, COF, and KKR/APO. I have also been buying space stocks like LUNR.

Laprasy

May as well add MELI too. 

museman401

NU, MELI and RDDT seem way undervalued. I am also thinking about moving some winnings into high yield securities like PFFA, STWD, ET.

BigWarning8696

buying SNDK and MELI

Double-Exit-8212

I'm seeing some very incising 5 and 20 day win rates for NOW and MELI on [tradeodds.io](http://tradeodds.io) and I hear congress and trump have been buying NOW

1stGearDuck

Learn to trim positions rather than bailing out entirely. And your positions in MSFT and META are ones you will kick yourself for not holding into 3 years later if you sell these now. If I were you, I'd add some MELI and sprinkle in a little ZVIA right now before they also launch over the next 5 years.

Icy-Sheepherder-7595

I'm working with much less capital than you but I've been struggling with the same emotional selling and poor timing. I keep trying to tell myself it is what it is and it's a lesson pretty much every investor has to learn at some point. Nobody's line ever just goes straight up. I recently took a $7k loss on LULU after finally deciding I was done with it after holding and averaging down for almost 2 years, then I see it starting to move up again although the value is still way off its highs, I sold MELI a few weeks ago and again that's going back up, sold out of half my UNH position at the bottom and lost a little money despite knowing I bought in really cheap and probably could've held it all, I made $4k instead of the $10k I should have had I held. The thing is though you have to move on once you sell a stock. Beating yourself up and, I'm guilty of it, I made a similar post in the value investing sub about how over the last few years I traded like $300k just to barely break even, but beating yourself up and dwelling does no good for your mental health or investing strategy it will only cause you to keep losing money. Not financial advice in the slightest but I think if you let go of META and MSFT you'll find yourself feeling sad again once they go back up. MSFT is my largest position so far and I'm not selling until it at least doubles which could take time but I don't think as much as the projections are showing. If it drops below my entry price of just under $400 again I'm loading the boat. It's the one stock I have 100% conviction in right now they'll never go away, corporate America runs on their products I wouldn't bet against that at all. META is riskier but I hold that too although much less. Earnings are good, no reason the stock should stay this low for long. I would just close the app and hold and see where things go if I were you. And also it sounds like you already have about $400-500k liquid net worth so you're already ahead of most people, if you're smart and can get a handle on the emotional aspect which is just as important as the technical analysis side of investing, you can make that money compound quickly. No need to be chasing anything too risky like options when you have that much to lose. If anything sell your current positions after you're in the green and throw it in VOO/VTI/VXUS/VTSAX take your pick at whatever low cost index fund and then just never sell. That's the beauty of index investing, if it goes down it just means you can buy more cheaper, unlike individual stocks where your gambling it all on horse to win it all but with indexes they pretty much always go up in the long term. Even buying at the top of the market you're still guaranteed to come out profitable unless a nuclear war breaks out or something of that magnitude.

sportnshit

Still time to buy META calls on Tuesday. $620 or 6/30 for July/August. I’m also dabbling in a MELI position

Petit_Nicolas1964

I‘m not trying too hard to diversify into different sectors. I look for increasing growth and increasing margins, have a lot in some of the Mag 7 like Google, Meta, Microsoft, Amazon and Nvidia. One focus was and still is AI infrastructure names like Celestica, Credo, AMD, Nebius and Micron. In terms of consumer stocks I look at areas that are not too dependent on the economy, mainly tobacco and luxury. I also have some exposure to China mainland stocks via an ETF and to South America in MELI and Nu. So very focused on tech and growth and some cash generating machines….

Babyred2022

I was thinking of buying MELI because of the valuations.  Or dividend stocks. McDonald’s or Coke. For small pharma - SLS recently grew a lot

Effective-Pace-5100

I’d go MELI, RKLB, GOOGL, AXON, APP, AMD, MU, NOW

Artic_funky

MSFT Microsoft TSM Taiwan Semiconductor META AMZN V Visa BSX Boston Cientific GOOG MELI Mercadolibre

AluminiumCaffeine

MELI/NU/SE here seem so obvious I feel nervous loading heavier tbh, market is whining about margins whereas what I care about is topline growth exploding still... maybe I am being naive but I just want them eating market share still not optimizing for fcf/eps yet

WickedSensitiveCrew

Hopefully MELI works out. Im basically flat on it over 2 years myself. I was considering selling it just like you did with SPGI and MCO. And now im suddenly hearing many saying MELI is a buy now.

elgrandorado

I went dumpster diving last week after selling SPGI & MCO. It was hard to digest going flat on both holdings after holding for over two years. Thanks to many of you for providing some great ideas like CAAP, SONY, etc. I ended up landing on growing my RDDT stake, buying big into MELI (12% position), and opening up a 5% position in FIG. FIG was an interesting proposition for me. I work with Product & Engineering orgs as a finance partner. I have a SO who works in Design. I'm fortunate to even have access to how Figma bills the org and the reliance we have on Figma. I tried to get into the IPO at $30, but as we all know that wasn't happening and then the euphoria kicked in. It fell down my watchlist and I stopped tracking the company. The SaaSpocalypse hit and the music stopped playing. At it's current valuation, it's far below what Adobe proposed to swallow them up. I don't think they're going anywhere, even if the roles of Product Designers, Product Managers, and Devs will change over the next 5-10 years.

tr3xic

I think MELI might be what you are looking for. I will say it is expensive P/E-wise, but at the rate it's growing and projected to continue growing, its fairly priced. Its becoming a monopoly in Latin America in both its businesses, online retail, and credit cards. Share price is down 40% in the past year making for a compelling entry point. Plus, a LOT of metals and rare earth metals are exported from Latin America. AI demand for these could grow Latin American economies, which could drive the growth of MELI greater than projected. Oil is also a major export there too. I don't think its exactly mispriced, just that its going to grow rapidly over the next few years.

Greedy_Mix3861

NVDA, GE, BROS, RDDT, SPGI, MELI, VRTX (don’t hate intuitive Surgical here), GEV

Fuzzy_Louise_2405

It has two major business, E-commerce on south America and Mexico (I'm from South American and is our amazon but still long way to be what it is amazon on the US with same day delivery tho, long way ahead still to grow), their ads business is doing great and still growing higher than 70% yoy. Their second business is fintech with great growth on south America, where banking is still pretty precarious and they use their data from the e-commerce site to understand the people their are giving loans to. Major reason they are down even after reporting Revenue growth of 49% YoY is because they are cutting their margins (both operating & net) to almost half to keep growing their lending business higher than 50% YoY without taking major debt and keep gaining more market share on the e-commerce side also growing higher than 40% YoY. I see this as the best case possible when you see a company investing a lot in their business (I prefer them investing on them and start getting 40-50% growth every quarter than them overpaying to acquire another business). I don't think they are planning to cut their investment on short term since is paying absolutely great but you never know. Long term their investment will end reaching a saturation at some point which would make them change to maximize profits and on that cycle I see MELI stock easily at Market cap of 200-400Billion

dimdada

MELI, not on my radar. What’s the upside on that ticker?

nuquichoco

How do you feel about last year MELI performance and why do you hold it? I am trying to understand if its a good buy right now

Ok-Blood4340

This actually. Quality for sure. Maybe for speculation add a MELI or SE.

Sauwa

Thinking on buying some MELI too

Badmoodsbear

Time will tell. RN market is not pricing in a tight memory market into FY28 and beyond. Most, like you, assume the chart is going to look like Silver. I disagree. Lulu and NKE have shit managment. Bad idea. Agree on MELI.

IG_Triple_OG

There isn’t much juice to squeeze from AI at least this year. Come back in late 2027 or 2028. Right now I’d recommend rotating your money into consumer stocks like NKE, ELF, or even godforbid LULU. Also fintech like SOFI, HOOD, and MELI are great buys rn. Best of luck.

TheGoodSurgeon

I see you MELI. Naught naughty naughty 😬

JC_0474

Nice revenue beat and pop, now getting dogged by profit taking (and Alibaba competition concerns despite assuaging those concerns yesterday I thought?). Will be interesting to see where things shake out in the next week or so -- will investors treat it like MELI because of margin concerns? Unwarranted but possible.

Wickrest

Now looking like a good time to jump back into MELI😶‍🌫️

No-Loan7944

MELI 100%. They should be 200B company already.

UnObtainium17

Sold two of my stocks and Added a few LLY, GE and MELI.

alarickeil

My favorite non AI growth story right now is probably digital finance outside the US. NU, MELI, SEA, even some Asian fintech names still feel early compared to how mature US consumer finance already is

Acrobatic-Ostrich168

OK, can someone tell me what’s going on? I’m heavy in RKLB, MU, DRAM, NVDA, and MELI how are we looking?

Xzlk

The MELI puts I bought after Burry bought lolololol.

WickedSensitiveCrew

Im buying the dip on MELI, APH, AXON, and COF. Might not get semis/memory like gains. But great to buy some stuff well off their highs.

Icy-Sheepherder-7595

Portfolio value is around $125k and should be $185k+. I made 30% on UNH and 20% on MU, and like 15% on GOOG. Forgot how much I made on INTC but it was negligible. Now I'm down 33% on LULU, 25% on MELI, and 10% on ADBE. Holding a lot of MSFT at $398 (40% of my overall portfolio) hoping that can lead to a turnaround. But I really don't know anymore

Horror-Career-335

MELI, MSFT, HUBS, TTD, SHOP..Yeah I suck

Acrobatic-Ostrich168

Can someone tell me what MELI is looking like in the 24 hour market?

Mikelew92

Know what, I was actually looking at MELI. The fundamentals look great and they are continuing to grow and LATAM is Massive untapped market… could be a great play long term

SupraTacky

MELI MSFT META or all three. Or BABA, JD, Tencent and bet on the next Chinese rerating.

thenuttyhazlenut

You'll likely be able to retire sooner than that if you sustain above average returns. Don't expect your current returns of 117% in 2 years to be sustained though. I think you should build up a 7-8% gold position IMO. It has very low correlation to the rest of your portfolio, is a completely different mover, and will be a good hedge against your oil holdings. MELI could also be something worth looking into. The Amazon of LATAM. And it's well priced now. Since you have no ex-us holdings.

thenuttyhazlenut

|Ticker|Company|Allocation| |:-|:-|:-| |ACGL|Arch Capital|18.25%| |SGOV|0-3 Month Treasury Bond|12.00%| |CROX|Crocs|11.00%| |ADBE|Adobe|11.00%| |DR|Medical Facilities|11.00%| |QFIN|Qfin Holdings|9.00%| |LNG|Cheniere Energy|7.00%| |JD|JD .Com|6.00%| |THX|Thor Explorations|5.00%| |FMCC|Federal Home Loan Mortgage|4.25%| |QQQ put|Puts|3.00%| |MELI|Mercado Libre|2.50%|

magoojc

Now this is just my opinion, but to me, you can consolidate most of this with some ETFs you already hold, then add an S&P market weighted one to consolidate most others...and then just keep (and add $ to) the stocks you're most passionate and bullish about individually. Because dang, I don't have high blood pressure myself but I would if I had to watch this portfolio get bounced around in 2026 "the year of volatility" by more variables that anyone here could list (war, inflation, finicky earnings results, fuel shortages, to name a few obvious ones). You hold some strong consolidation ETFs already, like DRAM and QTUM which overlap a lot of stocks you own. So all that's left is to get something like SCHG or market weighted S&P ETF so you can consolidate your smaller/weaker holdings (especially a lot of that software, eComm, and consumer discretionary stuff)...and then, just hang on to your big guns; I personally hold a lot of MU and RKLB, but that's just me and I was fortunate to get in those way back, so I urge you to research the ones that show the highest confidence to achieve their upside for the rest of 2026 (not what it's done so far, but what it can still do moving ahead), then consolidate the rest to ETFs. Note: I also encourage you to check the earnings dates for these so you can decide whether to sell now or wait until after earnings. Example: you have MercadoLibre which took a beating from their miss last week, so you'll have to decide how long it might take to build back up before selling. I call that one out because every "expert" I read says MELI and NOW are at the bottom and prime to buy, but I won't touch them...and I'm glad I don't because they continue to plummet. Anyway, that's up to your research and judgement, but I'd be inclined to consolidate those in an S&P ETF down the road, even though you have to hold them a lot longer now to avoid a loss...unless you want to harvest a tax loss later in the year 😞 Note: if you hang on to gold, that's fine, just know it'll be shaky until the war ends or inflation takes off (hopefully the former, not the latter, lol). I got out of most gold miners at the beginning of January and just invested in gold streaming (I hold Wheaton), and now my only mining stocks are non-US rare earths (I was fortunate buying into Lynas almost exactly one year ago and it has kicked ass for me, but hopefully there are others with a more responsible PE to consider buying in 2026 lol. Anyway, good luck getting this under control. You have lots of strong names...just too many, as you've learned.

TheGoodSurgeon

I mean MELI… 😋

fledgling66

$10,000 in MELI. Look ma I finally got globally diversified beyond Taiwan Semi!

Xzlk

Almost bought MELI before knowing big Mike started a position. Dodged a bullet with that one.

WickedSensitiveCrew

Burry bought MELI according to his substack.

Glittering_Water3645

Look how they massacred my boy (MELI)

JiffKewneye-n

i knew i should have faded MELI. oh well.

UnObtainium17

Man, got wrecked with MELI and EMBJ today. I am right around breakeven on both but not sure if I should grab shares now or wait and see if it drops further. EMBJ revenue went up +30% yoy, backlog and orders went up too, but FCF took a hit by a lot because they are anticipating to finish more planes the rest of this year.

aniote

My god I am fkin done with MELI. I hate the stock

AluminiumCaffeine

TTD being down less than MELI is infuriating me lol

choopie-chup-chup

MELI better yet KMLI Falling Knife meet Iron Fist

MitchCurry

MELI rolled out Claude Cowork to 31,000 employees (\~1/4 of their total headcount). They also increased headcount by just 8% y/y. They annually increased headcount by 30%+ every year since 2016 so 8% is a massive slowdown. Operating income down, and I love it. They're investing heavily with lower free shipping threshold, 1P expansion, and their credit card portfolio, which saw an improvement by 80bps in NPL. Topline growth was the fastest in nearly 4 years. MELI is already my largest position by total cost basis and market value but man, do I want to add more.

UnObtainium17

Just recently i took gains from my tech stocks and moved the money to solid companies on the dip like LLY, MELI, MSFT and GE.

Cav829

I posted this playbook for MELI 3 months ago in Value Investing as I've been a long-time investor in it. Gave them exact levels and everything. told them buy at $1600-$1750 and sell at $1850 unless there was more of a bullish indicator. A bunch of them got so mad because waaaaah Buffett says we need compounders. This is why that sub's steakhouse only serves salad.

NaiveMercury

Pls MELI pls V This is so sad

BladeFireQ

Why MELI 😔🥀

Embarrassed-Falcon71

Knew I should’ve sold MELI and re entered