MercadoLibre's commerce and fintech revenue growth underpins the view that its shares are undervalued at current prices. The attached chart shows quarterly commerce services revenue reaching $4.3 billion and fintech revenue $4.4 billion in June 2026, up from $769 million and $467 million in March 2021. x.com 

Today's fundamentals and long growth runways make Nu Holdings and MercadoLibre among the market's most compelling and mispriced opportunities for patient capital. Their short-term outlook shifts mostly with FX volatility and fiscal and monetary policy uncertainty. x.com 

MercadoLibre's collapsing margins and earnings make its 45-times-earnings valuation look like a value trap. It faces intense competition, and less of its revenue reaches the bottom line; falling earnings make the stock more expensive even as its price falls. Nu Holdings trades at 17 times earnings and Inter & Co at 7 times, with both growing revenue and earnings robustly. Selling MercadoLibre to build positions in companies with better fundamentals is under consideration. x.com  x.com  x.com  x.com 

MercadoLibre is worth owning for 20 years because its marketplace, payments, credit and advertising reinforce one another, with a long reinvestment runway in underpenetrated Latin American e-commerce and digital finance. Quarterly revenue grew 50% despite its scale, making about 40x earnings very reasonable for its quality. A deep management bench under CEO Ariel Szarfsztejn reduces founder dependence. Risks include credit underwriting, competition from Sea and Amazon, currencies and regulation. … Show more

Amazon's moat and growth make it the portfolio anchor. S&P Global arguably has the world's widest moat and could beat the market long term with minimal downside risk. MercadoLibre adds Latin American commerce, fintech and ad growth. Reddit has multibagger potential if things go right; its very fair valuation, relatively wide moat, cash generation and pristine balance sheet protect downside. Celsius adds double-digit beverage growth at a conservative valuation, insulated from the others' risks. … Show more

MercadoLibre may not be a buy yet, since its margin-compressing investment cycle looks set to run for a while. An AI-assisted review of gross and operating margins against prior investment cycles points that way, after a first read of the risk/reward had looked like a buy. The stock is worth revisiting at the end of the year. x.com  x.com 

Growth makes these 12 potential monster buys. Reddit earns from AI data; Uber's global rides and delivery could gain AV margins; Constellation, the largest US nuclear operator, and Vistra serve AI power demand. MercadoLibre grows in Latin America; Navitas serves EVs and renewables; Costco has loyal members. Amazon spans cloud, commerce and ads; Duolingo's most-downloaded app adds math and music; CrowdStrike meets cyber demand; Visa's largest card network earns fees; SoundHound embeds voice AI. … Show more

MercadoLibre's stock is getting tight at the lows, with insiders showing conviction. x.com 

MercadoLibre falls into the disliked software sector despite being a big platform with fintech, and there are many hungry Latin Americans who want to use AI to build software too. x.com 

Oscar Health, Sea Limited and MercadoLibre trade at valuations disconnected from their fundamentals because the market is sidelining consumer and e-commerce names for the AI hardware story. All three show double-digit to 45%+ revenue growth, improving profitability and solid Rule of X metrics at remarkably low multiples. Oscar is finally delivering, Sea's core marketplace is reaccelerating, and MercadoLibre keeps compounding in Latin America. A non-US discount widens the gap. x.com