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Everyone is chasing stocks that have already run while $MELI is still trading near its 2021 highs despite revenue growing to a ~$40B annual run rate. What also makes Latin America so interesting is consumers already have smartphones and spending power yet e-commerce in Brazil is still only ~12%... show more

Shay Boloor

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66,217 views • 1 day ago •via X (Twitter)

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4 Comments

Megan Sullivan1 day ago

@FuturumEquities @StockMarketNerd @FedexSTi That's what makes $MELI interesting here. Revenue growth has been strong, but the stock hasn't kept pace, and Latin America's e-commerce runway still looks substantial. Curious how @JAPITTER sees the valuation versus the long-term upside.

Robert Ratcliff1 day ago

@FuturumEquities @StockMarketNerd @FedexSTi Everyone's chasing stocks that already ran. Meanwhile the company building Amazon and Visa for an entire continent is sitting at 2021 prices on a $40B run rate. LatAm has the phones and the money MELI just had to build the roads.

AI Quanting1 day ago

@FuturumEquities @StockMarketNerd @FedexSTi So the stock went sideways for years while the business got way bigger. What do you think the market is scared of, the credit book?

Azraël1 day ago

@FuturumEquities @StockMarketNerd @FedexSTi Solid fundamental thesis. Options flow side of it: $MELI earnings vol still prices fat single day moves, so call spreads around report can work even if the story takes years to fully play out.

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232,200 views • 2 months ago

Yesterday , Shiprocket reported a strong 34% revenue growth while losses have narrowed to 13.7cr Saahil Goel, MD and CEO of Shiprocket spoke to me about the opportunity size in e-commerce and the growth potential for his company. Saahil Goel Shiprocket The Indian e-commerce market is worth 7-8 lakh crore and Shiprocket moves around 5% of the market right now He says : "The overall e-commerce industry in india is growing at 20-25%" "The opportunity size is huge, Indias e-commerce penetration is only 7-8% while China is 40-45% and US is 20-25% " "A shocking stat is that the highest pool of orders comes from tier 3 cities" Shiprocket is Indias largest e-commerce enablement platform connecting merchants with delivery platforms. “India's e-commerce market is expected to more than double to $180–200 billion by 2030. Almost none of the merchants driving that growth will build their own logistics, payments and growth stack. They will rent it. That is what we are building,”

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Alex Sacerdote (Whale Rock Capital) on spotting hidden S-curve opportunities: “These S-curves can be dynamic. When Amazon had AWS and it was a hidden line item inside of Amazon… covered by retail internet analysts, not hardware chip analysts… it was a new business model… But we realized the TAM for this was the largest TAM in enterprise IT ever.” ___ That same dynamic is playing out right now at MercadoLibre $MELI — except this time it’s advertising (Mercado Ads) that’s the hidden growth engine buried inside the core commerce and payments business. The ads segment has been accelerating for four straight quarters: $MELI Advertising Revenue Growth (YoY) Q1 2026 → 73% (63% FX-neutral) Q4 2025 → 70% (67% FX-neutral) Q3 2025 → 56% (63% FX-neutral) Q2 2025 → 38% (59% FX-neutral) Q1 2025 → 26% (50% FX-neutral) $MELI finished 2025 with $1.55B in advertising revenue. At a 31% CAGR over the next seven years, that scales to ~$11B in annual ads revenue. Apply reasonable assumptions (30% operating margins + 24x multiple) and the ads business alone could be worth ~$80B in enterprise value — roughly $MELI entire market cap today. While this may sound like an aggressive assumption at first glance, it is achievable. LATAM’s digital advertising market is already ~$50B in 2026 and growing at 12–16% annually (projected to be $71B by 2029). Starting from a small base of just $1.55B in advertising revenue, $MELI has enormous runway to capture a much larger slice of this expanding TAM. Just like early AWS, the street is still modeling $MELI as “the $AMZN of Latin America” while missing the fact that its advertising business — Mercado Ads — is quietly becoming one of the fastest-growing retail media networks, powered by decades of proprietary first-party data, +650M users, and AI tools driving the acceleration. A noteworthy takeaway? Sometimes best investments are rarely obvious on the first read of the 10-Q. It pays to dig deeper — to look past the headline metrics and find the hidden line items, within exceptional business models, that are compounding at S-curve speeds. The weighing machine eventually catches on. The question is whether you see it before the crowd does. ___ 🎙️ Invest Like The Best | Alex Sacerdote (06/09/26)

Alex Sacerdote (Whale Rock Capital) on spotting hidden S-curve opportunities: “These S-curves can be dynamic. When Amazon had AWS and it was a hidden line item inside of Amazon… covered by retail internet analysts, not hardware chip analysts… it was a new business model… But we realized the TAM for this was the largest TAM in enterprise IT ever.” _ That same dynamic is playing out right now at MercadoLibre $MELI — except this time it’s advertising (Mercado Ads) that’s the hidden growth engine buried inside the core commerce and payments business. The ads segment has been accelerating for four straight quarters: $MELI Advertising Revenue Growth (YoY) Q1 2026 → 73% (63% FX-neutral) Q4 2025 → 70% (67% FX-neutral) Q3 2025 → 56% (63% FX-neutral) Q2 2025 → 38% (59% FX-neutral) Q1 2025 → 26% (50% FX-neutral) $MELI finished 2025 with $1.55B in advertising revenue. At a 31% CAGR over the next seven years, that scales to ~$11B in annual ads revenue. Apply reasonable assumptions (30% operating margins + 24x multiple) and the ads business alone could be worth ~$80B in enterprise value — roughly $MELI entire market cap today. While this may sound like an aggressive assumption at first glance, it is achievable. LATAM’s digital advertising market is already ~$50B in 2026 and growing at 12–16% annually (projected to be $71B by 2029). Starting from a small base of just $1.55B in advertising revenue, $MELI has enormous runway to capture a much larger slice of this expanding TAM. Just like early AWS, the street is still modeling $MELI as “the $AMZN of Latin America” while missing the fact that its advertising business — Mercado Ads — is quietly becoming one of the fastest-growing retail media networks, powered by decades of proprietary first-party data, +650M users, and AI tools driving the acceleration. A noteworthy takeaway? Sometimes best investments are rarely obvious on the first read of the 10-Q. It pays to dig deeper — to look past the headline metrics and find the hidden line items, within exceptional business models, that are compounding at S-curve speeds. The weighing machine eventually catches on. The question is whether you see it before the crowd does. _ 🎙️ Invest Like The Best | Alex Sacerdote (06/09/26)

Dimitry Nakhla | Babylon Capital®

52,645 views • 4 months ago

$MELI isn't a mature retailer trying to squeeze another 50 bps of margin out of a saturated market but is still building the $AMZN + $SHOP + $PYPL layer for LatAm while opportunity remains wide open. If you wanted proof the growth engine is getting stronger then this was one of its best demand quarters in years: sales grew 49%, GMV grew 42%, items sold grew 47%, fintech grew 51% & customer engagement hit record levels. I think MercadoLibre is making all the right decisions for the next decade and have no issue building this position further.

$MELI isn't a mature retailer trying to squeeze another 50 bps of margin out of a saturated market but is still building the $AMZN + $SHOP + $PYPL layer for LatAm while opportunity remains wide open. If you wanted proof the growth engine is getting stronger then this was one of its best demand quarters in years: sales grew 49%, GMV grew 42%, items sold grew 47%, fintech grew 51% & customer engagement hit record levels. I think MercadoLibre is making all the right decisions for the next decade and have no issue building this position further.

Shay Boloor

510,837 views • 5 months ago