You gave a sharp, balanced review that highlighted both the operational execution and the macro backdrop supporting MercadoLibre’s growth. I liked how you connected Brazil’s shipping strategy to logistics efficiencies because it illustrated how scale economics enhance margins despite rising costs. Recent Morgan Stanley analysis also flagged LatAm e-commerce volumes as outperforming global peers on digital payments integration. How do you see MercadoLibre sustaining this advantage if regional rate cuts start to stabilize next year?
Concur that execution is key. Not easy to do a short term play on this name. Great long term thesis though.
This is a buy and hold stock yeah. There are better stocks to play short term with
You gave a sharp, balanced review that highlighted both the operational execution and the macro backdrop supporting MercadoLibre’s growth. I liked how you connected Brazil’s shipping strategy to logistics efficiencies because it illustrated how scale economics enhance margins despite rising costs. Recent Morgan Stanley analysis also flagged LatAm e-commerce volumes as outperforming global peers on digital payments integration. How do you see MercadoLibre sustaining this advantage if regional rate cuts start to stabilize next year?