Martin de los Santos

CFO, MercadoLibre
@Martindls45 · tracked since Feb 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
MELI long -5.4%
Most Mentioned
MELI ×1
Recent Calls
MELI long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d 0%
Average Return -5.4% Long Return -5.4% Short Return -
Average Return
7d +0.1%
30d -9.5%
90d -6.8%
Result
Result
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Thesis
Theme
Source
MELI MercadoL... MercadoLibre Inc.
Long
Feb 25
$1767.71
-5.4%
MercadoLibre stock is down ~14% YTD and dropped on earnings due to a net income miss caused by heavy CAPEX in logistics and credit. Revenue grew 45% YoY. The CFO argues that LATAM e-commerce penetration is only 15% (vs. 35% in China). The margin compression is a deliberate choice to capture market share and build a "moat" (logistics network) that competitors cannot match. The sell-off on margin compression offers a discount on a high-growth asset. LONG. The thesis is a classic "Amazon in 2015" play—sacrificing current profits for dominant future market share. Continued margin pressure from credit portfolio defaults or prolonged heavy spending without adoption.
MercadoLibre stock is down ~14% YTD and dropped on earnings due to a net income miss caused by heavy CAPEX in logistics and credit. Revenue grew 45% YoY. The CFO argues that LATAM e-commerce penetration is only 15% (vs. 35% in China). The margin compression is a deliberate choice to capture market share and build a "moat" (logistics network) that competitors cannot match. The sell-off on margin compression offers a discount on a high-growth asset. LONG. The thesis is a classic "Amazon in 2015" play—sacrificing current profits for dominant future market share. Continued margin pressure from credit portfolio defaults or prolonged heavy spending without adoption.
Consumer
YOUTUBE
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