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Added to YB: 2025-12-22

Pitch date: 2025-12-19

MELI [bullish]

MercadoLibre, Inc.

Author Info

No bio for this author

Company Info

MercadoLibre, Inc. operates online commerce platforms in Brazil, Mexico, Argentina, and internationally.

Market Cap

$97.1B

Pitch Price

N/A

Price Target

N/A

Dividend

N/A

EV/EBITDA

24.07

P/E

46.77

EV/Sales

3.93

Sector

Broadline Retail

Category

growth

Show full summary:
Understanding $MELI through Peter Thiel’s moat framework. Long-term opportunity

MELI: Dominant LatAm ecommerce/fintech w/ unmatched logistics network & Mercado Pago. Strong moats: proprietary tech, network effects (more buyers attract sellers), economies of scale, brand loyalty. CEO Galperin prioritizes long-term over short-term margins. Powerful ecosystem w/ growing adoption.

Read full article (2 min)