How The Intrinsic Value Podcast’s view on $MELI changed

2026-09-03Bullish

“Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)”

MercadoLibre is a favorite due to its strong business model and significant growth in advertising.

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.

Watch the source1:53:08

2026-08-02Bullish

“DLocal (DLO): Multibagger Potential with Decade-Long Runway”

MELI is a top-tier company with sustained high growth (30%+ for 27 quarters) and large remaining opportunity; currently trading at its lowest historical valuation.

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.

So if you just think about New Bank and Mac Libra which are two companies that we hold or own in our portfolio they offer credit cards and their credit cards for example run on Visa and Mastercard Rail.

Watch the source00:24