MELI Stock Analysis 2025: Is It a Buy?

🐬 Simon's Portfolio: https://www.strategysprints.com ⚡️ Free Tools: https://www.strategysprints.com/tools 💎 The Investing Show Newsletter: https://theinvestingshow.beehiiv.com/ This Latin American stock returned 40% in 6 months while most investors ignored it. Here's why it could be the next Amazon - or your biggest mistake Deep dive into MELI stock - the Latin American e-commerce and fintech giant that's quietly dominating 18 countries while delivering 27% ROIC and 37% growth. WHAT MAKES MERCADO LIBRE SPECIAL: 27% ROIC - Top 20 most profitable companies globally Network Effects Moat - 67M users, impossible to replicate Massive Growth Runway - Only 16% e-commerce penetration in LatAm Amazon + Stripe Baby" - Combined marketplace and payments dominance 47% GMV Growth - The key metric that matters most COMPLETE FUNDAMENTAL ANALYSIS: Use case breakdown (real customer examples) Profitability deep dive (why 27% ROIC matters) Competitive moats analysis SWOT breakdown Fair value calculation ($2030 vs current $2560) Entry timing strategy Quality company, but is NOW the right time to buy? Perfect for growth investors, international stock enthusiasts, and anyone building a long-term compounding portfolio. Includes real Sprint Club results and income portfolio updates. Chapter Markers: 00:27 - Investment Framework: Start with Use Case Analysis 00:36 - Real Customer Example: Wagner & Mariana's Children's Clothing Business 01:35 - Results: 40% Sales Growth, $30K Credit, $11K Inventory Loan 02:25 - Profitability Test: 27% ROIC vs 15% Minimum Requirement 03:05 - Quality Ranking: Top 10-20 Companies Globally 03:35 - Growth Analysis: 90% of Time Above 20% Since 2018 04:41 - Current Growth: 37% with Sustainable Track Record 04:52 - Competitive Moats: Network Effects + Payment + Logistics 05:36 - Customer Loyalty: Credit History, Payment Rails, Shipping Benefits 06:33 - SWOT Analysis: 67M Users, 47% GMV Growth, 18 Countries 07:07 - Major Weakness: Heavy Investment Requirements & Currency Exposure 07:36 - Growth Opportunity: Only 16% E-commerce Penetration in LatAm 08:19 - Investment Thesis: "If Amazon and Stripe Had a Baby" 08:50 - Buy Decision: Yes, But Fair Value is $2,030 vs $2,560 Today SOCIAL MEDIA ▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀ 🐦 X: https://x.com/simonseverino 👋 LinkedIn: https://at.linkedin.com/in/simonseverino 🎉 Free Community: https://www.strategysprints.com/offers/q5PdV9FV DISCLAIMER ▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀ I am not a professional investor and have never claimed to be. I'm a private investor sharing my experience of what I've learned, where I have had success, and where I've had failures. I share my thoughts on investing and performance with transparency. My approach and goal to investing is to buy high-quality long-term investments in world-class businesses that I call "compounders". I view my investments as businesses, not as stocks. I am a strategy advisor. Over the years as an advisor, I compounded my knowledge. I take the same iterative learning approach to my study of investing. I study investing as a craft in the continual pursuit of being better. I will make mistakes in investment decisions from time to time. Results are not guaranteed. Please do not blindly follow me into any investments, and make sure your portfolio and investments are built around your specific income, risk tolerance, personality, timeline, and overall circumstances.