(Reposted by 
@StockSavvyShay) $MELI gives no forward guidance and invests whenever it sees productive opportunities, even at the cost of missing quarterly profit estimates. It optimizes for the long term, not short term margin, with a strong and consistent track record.
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$MELI doesn't offer any forward guidance or communicate much about spending plans.
When they see an opportunity to productively invest dollars... they take it.
They don't care if that means they miss a quarterly profit estimate. They have no interest in playing the beat and raise game.
They do not optimize for short term margin. They optimize for for the long term.
And they have an immensely strong & consistent track record when it comes to doing so effectively.
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Reasoning: Fundamentals · Long term
(Reposted by @StockSavvyShay) "They have a mountain of repayment data on all of these customers that nobody else has access to." -S@StockMarketNerd Brad says that is $MELI's fintech edge over the entire market, because its marketplace means it knows its customers better.
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"They have a mountain of repayment data on all of these customers that nobody else has access to." -S@StockMarketNerd
Brad says that is $MELI's fintech edge over the entire market, because its marketplace means it knows its customers better. With @StockSavvyShay and F@FedexSTi.
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Reasoning: Fundamentals · Medium term
@BrianFeroldi hosts a live broadcast comparing $MELI and $SE as eCommerce buys.
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MELI vs. SE: Which eCommerce giant Is The BETTER BUY Right Now? https://x.com/i/broadcasts/1lKQRWaPrzWGE
Reasoning: Not tagged by analyst
@Brian_Stoffel_ hosts a live broadcast comparing $MELI and $SE as eCommerce buys.
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MELI vs. SE: Which eCommerce giant Is The BETTER BUY Right Now? https://x.com/i/broadcasts/1qxoNYpygwMJv
Reasoning: Not tagged by analyst
@StockSavvyShay argues $MELI is still trading near its 2021 highs even though revenue has grown to a roughly $40B annual run rate, while others chase stocks that already ran. With e-commerce only about 12% of Brazil's retail and financial services underserved, he thinks $MELI and $NU have years of growth ahead just by serving demand that already exists in Latin America.
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Everyone is chasing stocks that have already run while $MELI is still trading near its 2021 highs despite revenue growing to a ~$40B annual run rate.
What also makes Latin America so interesting is consumers already have smartphones and spending power yet e-commerce in Brazil is still only ~12% of retail while financial services remain underserved.
Thats why I think $MELI and $NU have years of growth ahead without needing to expand beyond Latin America because both are building the commerce and financial infrastructure for demand that already exists.
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Reasoning: Fundamentals · Long term
@StockSavvyShay cites Mark Zuckerberg saying his AI agent took him from ordering Instacart twice a year to twice a week, about 50x more, simply by making shopping easier. He argues agent commerce could raise how often people buy, with $META owning both sides as personal agents talk to business agents, while $AMZN and $MELI benefit from more transactions on their platforms.
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Mark Zuckerberg says his AI agent took him from ordering Instacart “twice a year” to “twice a week” which is ~50x more often just by making shopping easier.
Thats what makes agent commerce so interesting because removing effort of buying things could dramatically increase how often people shop rather than just shifting existing purchases online.
And as personal agents start communicating directly with business agents, $META could own both sides of the interaction while $AMZN and $MELI benefit from more transactions flowing through their platforms.
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Reasoning: Fundamentals · Long term
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.