🛍️ What Wall Street gets Wrong about Mercadolibre

A deep dive into why Wall Street’s narrative on this quality compounder misses the mark.

Hi there, partner 👋

Mercadolibre is one of my largest positions and a company I follow closely. In this breakdown, I’ll share my thesis for Mercadolibre and what I believe Wall Street analysts are missing from the most recent quarter.

Let’s get into it 👇

MercadoLibre: Short-Term Pain, Long-Term Power Play?

In Q2 2025, MercadoLibre delivered exactly the k…