Creator sentiment
6 creators · 6 views · past 7 days
Updated November 10, 2026 (UTC)
The bull case
- +Aggressive investment in free-delivery thresholds and logistics is already showing positive results: revenue up 41%, monthly active users up 29%, and Brazil cost per shipment down 5%.
- +Management has a track record of expanding margins after investment cycles, having recovered from -10% operating margin in 2020 to ~15% before the current push.
- +Forward P/E of 27 is the lowest in years and below the ~28% long-term EPS growth estimate, which he sees as an attractive valuation.
- +His DCF model yields a fair value of $2,213 versus the current $1,512, implying significant undervaluation despite higher regional risk.
- +30 consecutive quarters of over 30% revenue growth, still a very good long-term company.
- +Investment cycle is necessary for long-term future, market doesn't understand.
- +MELI is a top-five position; the marketplace and fintech flywheel is exceptionally strong and mutually reinforcing.
- +Mercado Pago and Mercado Credito are growing rapidly, with payments volume over 4x the marketplace and credit portfolio up 75% year-over-year.
The bear case
Nothing notable in the past 7 days.
What StockTubers recently said
📹 Why Is MELI Stock Crashing, and is it a Buying Opportunity?
Aggressive investment in free-delivery thresholds and logistics is already showing positive results: revenue up 41%, monthly active users up 29%, and Brazil cost per shipment down 5%. · Management has a track record of expanding margins after investment cycles, having recovered from -10% operating margin in 2020 to ~15% before the current push. · Forward P/E of 27 is the lowest in years and below the ~28% long-term EPS growth estimate, which he sees as an attractive valuation. · His DCF model yields a fair value of $2,213 versus the current $1,512, implying significant undervaluation despite higher regional risk.
📹 The Market Is Crashing and I Just Bought $8,000 of These 4 Stocks
30 consecutive quarters of over 30% revenue growth, still a very good long-term company. · Investment cycle is necessary for long-term future, market doesn't understand.
📹 Mercado Libre ($MELI): We Doubled Down on Meli!
MELI is a top-five position; the marketplace and fintech flywheel is exceptionally strong and mutually reinforcing. · Mercado Pago and Mercado Credito are growing rapidly, with payments volume over 4x the marketplace and credit portfolio up 75% year-over-year. · Current margin depression is due to upfront loss recognition on new credit cards; as cards mature, profits should inflect, potentially earning ~$1.5B annually by decade's end. · If margins return to pre-investment levels, the stock could return well over 20% annually for the next few years.
