Added to YB: 2025-11-10
Pitch date: 2025-11-01
MELI [bullish]
MercadoLibre, Inc.
-13.53%
current return
Author Info
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Company Info
MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.
Market Cap
$105.2B
Pitch Price
$2.3K
Price Target
N/A
Dividend
N/A
EV/EBITDA
25.94
P/E
50.64
EV/Sales
4.24
Sector
Broadline Retail
Category
growth
Show full summary:
The Wolf of Harcourt Street | Portfolio Review - October 2025: MercadoLibre, Inc.
MELI added position: 39% revenue growth for 27th consecutive quarter above 30% (~7 years). Brazil free shipping expansion drove 36% GMV growth, 29% unique buyer growth (fastest since Q1 2021), 42% sold items growth. Survived Amazon Brazil aggressive pricing, Milei election fears. Prioritizes long-term dominance over near-term profits.
Read full article (1 min)