News

Let's look beyond recent obstacles these companies have encountered.

Two of the biggest names in U.S. e-commerce platforms are sliding sharply midday Tuesday, while the sector’s broader basket and Latin America’s largest online marketplace hold up far better. The gap between them is doing most of the talking. It also frames the day’s central question of whether this is a category selloff or a […]

MercadoLibre's Mercado Pago is scaling fast, with users, assets, credit and payment volumes surging across Latin America as engagement deepens.

MercadoLibre (MELI) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

Latin America's top e-commerce company still has a bright future.

Costco and MercadoLibre have great track records and excellent opportunities.

Three stocks you know are trading lower this year. One should bounce back soon.

The three have long-term opportunities in varied industries.

MercadoLibre is getting punished for investing heavily in growth, but if credit quality holds, the market could be underestimating the long-term payoff.

With central banks still signalling they may keep interest rates higher for longer, investors are again paying close attention to balance sheet strength and cash generation. That backdrop puts the High Quality Undervalued Stocks screener in the spotlight. It filters for companies that pair resilient cash flows with solid finances and undemanding prices. This article profiles three of the most compelling stocks currently highlighted by that screener. The three stocks covered next are only a...

MercadoLibre's lower free-shipping threshold in Brazil boosts conversion, purchase frequency and cross-category shopping as unit economics improve.

The AI rally put Burry’s bearish stance under pressure as Palantir, CoreWeave, Oracle, Micron, Tesla, Nebius and Nvidia all climbed during August.

The Latin American and Southeast Asian conglomerates are comparable on many levels, but their differences may affect each company's investment case.

MercadoLibre (MELI) is back in focus after fresh comparisons with Amazon.com highlighted its role in Latin American e-commerce and fintech, prompting investors to reassess the stock’s recent performance and long term growth drivers. MercadoLibre’s recent comparisons with Amazon come after a 3 month share price return of 13.59% and a 1 month share price return of 4.70%. However, the 1 year total shareholder return is down 20.49%, which suggests short term momentum is improving while the longer...

Amazon trades at half the earnings multiple of MercadoLibre, while the Latin American e-commerce leader grows revenue nearly three times faster.

Mexican grocer BBB Foods is delivering impressive growth and has a long runway ahead of it.

When eBay falls in a crisis, the damage is concentrated in the depth of the drop, not the time it takes to climb back out.

Hayden Capital, an investment management firm, released its second-quarter 2026 investment letter. The letter can be downloaded here. In the second quarter, the portfolio gained 6.9%, compared to the S&P 500’s 15.2%. Overall, approximately 34% of the portfolio is in Asia, 43% in North America, and the rest spread across other regions. Hayden Capital remains […]

These dominant e-commerce businesses are still built for long-term compounding growth.

MercadoLibre's 14% three-month rally reflects ecosystem strength, but margin pressure and premium valuation temper near-term upside.

WMT benefits from digital growth and an evolving business mix, while MELI expands its ecosystem and technology initiatives, highlighting key developments shaping both companies' growth strategies.

By breaking down physical barriers, consumer internet businesses are reshaping how people shop, connect, learn, and play. The new habits they’re cultivating are also unlocking the next leg of growth for the industry, which has gained 14.2% over the past six months compared to 10.8% for the S&P 500.

MercadoLibre's Brazil momentum remains strong in Q2, with GMV up 39% as buyer engagement, seller growth and marketplace activity strengthen.

The number of stocks moving 10% or more in either direction this past quarter is staggering. The team dissects the results.

Martin de los Santos explains the company’s success with underbanked people, and why he’s laser focused on Latin America.

The United Arab Emirates said late Tuesday it was halting all trade and financial transactions with Iran. President Donald Trump paused a wave of tariffs on Canada that were set to go into effect this week, saying that both countries were close to finalizing new trade terms. Countries like India, Brazil, and Mexico are set to benefit from a growing middle class that’s making EM financials look very attractive.

MercadoLibre recently reported past second-quarter 2026 results showing revenue rising to US$10.17 billion while net income and earnings per share declined versus a year earlier. Alongside this, the company quietly continued its share repurchase program, buying back a small number of shares for US$1.05 million, underlining confidence in its long-term platform strength across Latin American e-commerce and fintech. We’ll now examine how MercadoLibre’s strong revenue growth but softer...

Over the past six months, MercadoLibre’s shares (currently trading at $1,779) have posted a disappointing 10.9% loss, well below the S&P 500’s 12.9% gain. This might have investors contemplating their next move.

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment […]

MercadoLibre's Q2 GMV jumps 44% to $21.9B as stronger buyer engagement, regional growth and cross-border trade fuel marketplace activity.