$MELI

MELI

MercadoLibre, Inc.

本窗口内的全部观点与内容

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截至 09-06

09-03

The Intrinsic Value Podcast发布 2026-09-03

《Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)》

$MELI看涨

MercadoLibre是首选，因其强大的商业模式和广告业务的显著增长。

我是 Mac Libra 的忠实粉丝，或者我们都是。以及它背后的商业模式。

Um, I'm a big fan of Mac Libra or we both are. Um, and the business model behind it.

当你看 Mac Libra 时，他们给了你想要的一切，关于他们的贷款账簿等等。

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.

而 MacB 曾经也是如此，但后来他们推出了新贷款。这意味着贷款规模更大。贷款不仅针对接下来的 12 周，而是接下来的 12 个月。所有这些都从结构上增加了某些贷款违约的可能性。

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.

看原视频1:53:08

更早的记录

08-31

Parkev Tatevosian, CFA发布 2026-08-31

《Mercadolibre Stock Investors Celebrate as Company Hits Huge Milestone | MELI Stock Analysis》

$MELI看涨

MELI被低估；DCF公允价值为2,253美元，而当前价格为1,966美元，这得益于收入增长和宏观顺风，抵消了利润率压力。

Mercado Libre 达到了一个重要里程碑，在最近一个季度营收超过 100 亿美元，同比增长 50%。管理层最近实施了一项新策略，降低了免费送货的门槛，为消费者增加了便利。

Mercado Libre reached an important milestone surpassing $10 billion in revenue representing 50% year-over-year growth in its most recently completed quarter. Management recently implemented a new strategy lowering the threshold for free shipping adding convenience to consumers.

所以当 Mercado Libre 开始这项策略时，我很乐观它会成功，因为我在 Amazon 身上看到过类似情况，而到目前为止它确实成功了，营收显著增长。

So when Mercado Libre started this strategy, I was optimistic that it would be successful because of what I've seen from Amazon and so far it has been successful with revenue increasing meaningfully.

他说在等

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