THIS Stock is the STEAL of the Century?

About this Video

• Video Title: THIS Stock is the STEAL of the Century?
• Channel: Felix & Friends (Goat Academy)
• Speakers: Felix (implied)
• Duration: 00:11:45

Introduction

This video analyzes Mercado Libre (MELI), an e-commerce, fintech, and logistics company operating in Latin America. The speaker presents arguments for why MELI is a strong investment opportunity, highlighting its unique position in a rapidly growing market, its insulation from US tariffs, and its valuation compared to Amazon's early years. The video also includes a stock chart analysis to determine a potential entry point.

Key Takeaways

• Mercado Libre's Three-Pronged Approach: MELI dominates Latin America's e-commerce, fintech (MercadoPago), and logistics markets, addressing regional challenges like cash-based economies and unreliable logistics.
• Insulation from US Tariffs: MELI's primary operations are in Latin America, providing significant insulation from US trade policies and tariffs.
• Strong Financial Performance: MELI shows strong growth in revenue, payment volume, and net income, indicating a healthy and expanding business.
• Stock Chart Analysis: The speaker uses a stock chart analysis, focusing on free cash flow, return on investment, and identifying a potential entry point above $2120 based on trend lines and moving averages. Sideways action is interpreted as a potential indicator of a future breakout.
• Risks: Potential risks include slowing revenue growth (projected at 24% in 2025) and potential tariff impacts on its smaller US-based distribution center. However, the core Latin American business is considered rock solid.