Mark Roussin, CPA 对 $MELI 的判断变化
那么，接下来我们直接进入第一只股票，即 Mercado Libre，股票代码为 MELI。这是一只我非常看好并在六月初开始大力推荐的股票，当时我发布了一个视频，标题是《我要买下我能买到的每一股》。
在那个视频中，我介绍了 Mercado Libre。
So, with that, let's jump right into our first stock, which is going to be Marcato Libre, stock ticker Mi. This is a name that I've really liked and really started pushing back at the start of June when I published a video titled I'm buying every share I can. And in that video, I covered Marcato Libre.
我认为投资者很容易误解这类公司。人们称 Mercado Libre 为拉丁美洲的亚马逊，我理解这种比较，我自己也经常使用这个说法，但我实际上认为这种说法低估了这家公司，因为当提到亚马逊时，人们往往只谈论其电子商务方面。
This is one of those companies I think investors can easily misunderstand. People call Marcato Libre the Amazon of Latin America, and I understand the comparison. I often use it myself, but I actually think that underells the business because they often only speak of the e-commerce side of things when it comes to Amazon.
它越来越像亚马逊加上一家类似 PayPal 的公司，再加上一家银行和一家物流基础设施公司，所有这些都服务于拉丁美洲。这个地区甚至吸引了亚马逊这样的巨头进入。你有 Mercado Libre 这个电子商务市场，Mercado Pago 这个金融科技生态系统，涵盖信贷、支付、广告、物流，每个部分都相互增强。
有人从 Mercado Libre 购买商品，通过 Mercado Pago 付款，商家使用 Mercado 的物流网络，商家通过 Mercado 广告进行推广，可能还会使用 Mercado 信贷。这就是一个生态系统。
It's increasingly Amazon, plus a PayPal-like company, plus a bank and a logistics infrastructure company, all for Latin America. And this region has intrigued even the likes of Amazon who's moving into it. You have Marcato Libre, the e-commerce marketplace. Marcato Pago, the fintech ecosystem, credit, payments, advertising, logistics, and each part strengthens the others. Someone buys something from Marcato Libre. They pay through Marcato Pago. The merchant uses Marcato's logistics network. The merchant advertises through Marcato ads. Potentially, they use Marcato credit. That's an ecosystem.
那么，我为什么对拉丁美洲感兴趣？首先，结构性机会仍然巨大。电子商务渗透率仍有很大的增长空间，数字支付有增长空间，金融包容性有增长空间，在线广告有增长空间。而 Mercado Libre 已经在该地区建立了巨大的规模，并且还在扩张。
这正是我在寻找的复利机器。但我也喜欢的是，它使我的投资组合多元化，不再局限于美国。这是一个在能够持续增长多年的市场中运营的优秀企业。
So, why the interest in Latin America for me? Well, for starters, the structural opportunity remains enormous. E-commerce penetration still has plenty of room for growth. Digital payments has room for growth. Financial inclusion room for growth. Online advertising room for growth. And Marcato Libre has already built tremendous scale across the region and it's expanding. That's exactly what I look for in a compounder. But what I also like, it diversifies me outside of the US. a great business operating inside a market that can continue expanding for years to come.
转到我的专有股票投资者优势网站，该网站对我社区内的所有订阅者开放，你可以看到该公司获得了非常强劲的优势评分 82，尤其是在未来增长和财务健康方面表现异常强劲。分析师的平均 12 个月目标价为 2256，意味着较当前水平有 15% 的上涨空间。
Jumping over to my proprietary stock investors edge website available to all subscribers inside my community, you can see the company receives a very strong edge score of 82, exceptionally strong on future growth and financial health in particular. The average 12-month price target for analysts is 2256, implying 15% upside from current levels.
这一切都很好，但并非没有风险。货币波动很重要，拉丁美洲经济体可能难以预测，竞争仍然激烈。但当我展望未来 5 年以上时，我看到这家公司有多种方式可以变得显著更大。这就是为什么 MELI 出现在本月的名单上。
So that's all great, but it doesn't come without risk. Currency volatility matters. Latin America economies can be unpredictable. Competition remains intense. But when I look out over the next 5 plus years, I see multiple ways this company can become significantly larger. And that's why Melly is on this month's list.
目前我的名单上有 MELI，它让我接触到电子商务、金融科技和拉丁美洲市场。
And right now my list is Melly, it gives me e-commerce, fintech and Latin America exposure.