MELI
3 tracked calls · 3 long · 0 short · last 90d: 2L/0S
first called by We Study Billionaires 3mo ago
IN TRACKED PORTFOLIOS
LONG4w ago
“Long EM. $MELI and alike after months of waiting for positioning to shift.”THE SHORT BEAR
EM rotation + USD weakness creates tailwind for MELI as positioning shifts and rotation flows accelerate
MELILONG@ $1,676.53
$1,870.21+11.55%
since call Jun 28
peak +13.5%
LONGPOSITION1mo ago
“they dominate through much of South America … they're investing a lot back in their business”Wealthion · Jonathan Wellum
MercadoLibre dominates South America, undervalued because reinvestment depresses near-term earnings
MELILONG@ $1,603.43
$1,870.21+16.64%
since call Jun 22
peak +19.6%
LONGPOSITION3mo ago
“revenue did grow 45% year over year … the stock still reacted negatively because Meili's margins were down…”We Study Billionaires · Daniel Mahncke
MercadoLibre's 45% revenue growth and Amazon-style reinvestment make today's margin dip a buying point, not a flaw.
MELILONG@ $1,900.12
$1,870.21-1.57%
since call Apr 18
peak +2.4%