MercadoLibre is a favorite due to its strong business model and significant growth in advertising.
Bullish
“Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)”
The Intrinsic Value PodcastPublished Sep 3 · 5 passages
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Um, I'm a big fan of Mac Libra or we both are. Um, and the business model behind it.
Um, when you look at Mac Libra, they give you everything that you can wish for um, regarding to their loan book and all of that stuff.
whereas it used to be the same for MacB but then they push into new loans. Um that means the loans are are larger. The loans are not only for the next 12 weeks, but they're actually for the next 12 months.
And all of that structurally increases the likelihood that some loans will fail.
Um and advertising for Macal Libra has been a huge grower
to inform uh help inform my understanding of our Marcato Libre investment.
What this channel has said about $MELI
The Intrinsic Value Podcast has 2 calls on this stock; only the adjacent ones are shown.
2026-09-03BullishThis one
Um, I'm a big fan of Mac Libra or we both are. Um, and the business model behind it.
2026-08-02Bullish
The megat trends are so attractive that Peter, the former CFO of Melly where he worked 25 years, actually left that job to join DLo as a CEO.
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