$MELI

2 theses

bullish 50%neutral 0%bearish 50%

Avg return (3d)

+0.7%

Win rate (3d)

0% (1 resolved)

1d 3d 1w 1m 3m 6m 1y

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

Recent theses

Prices as of Sep 10, 4:30 PM ET

$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 →

$MELIr/ValueInvestingStock Analysisbullish

u/Flimsy_Marsupial_445 · 46d ago4 prior · awaiting results

5 companies I'll be adding to in 2026

Mercado Libre presents an asymmetric opportunity despite risky aggressive lending expansion; if it succeeds, returns are exceptional; if loan losses escalate, marketplace revenues (55% of total) provide a buffer while the company retains massive market share and partner ecosystem.

At post $1,922.57Now $1,906.24-0.8% since postedas of Sep 10, 4:30 PM ET

original post →

End of results.