u/prolonging

1 thesis · first seen Sep 4, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%+0.7%+0.7%
3d1100%+0.7%+0.7%
1w1100%+2.2%+2.2%
1m000
3m000
6m000
1y000

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$MELIr/ValueInvestingDiscussionbearish
u/prolonging · 22d agono track record yet

Mercado Libre vs Sea in Brazil

Sea is growing faster than Mercado Libre in Brazil, where MELI derives 53-55% of revenue. Market share losses in this core geography could pressure MELI's growth trajectory despite recent logistics investments and reduced shipping thresholds.

At post $1,908.65Now $1,906.24-0.1% since postedas of Sep 10, 4:30 PM ET
1d+0.7%
3d+0.7%
1w+2.2%
1m
3m
6m
1y
original post →

End of results.