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Opinions The Panic-Proof Portfolio (Stockchase Research)
MercadoLibreMELIBUY ON WEAKNESSAug 04, 2020
$1173.77
Stock price when the opinion was issued
$1634.11
As of Jun 18, 2026. Market Open.
merchandisinglodging
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PARTIAL BUY
Purchased it recently in one of his funds. It is the latin-american version of Amazon. Their operations focus in Brazil, Argentina and Mexico. E-commerce will continue to grow, and it is a good way to get exposure in an area that is not typically on investor's radar. It is expensive, but it may always be expensive.
Shane ObataOwned
merchandisinglodging
TOP PICK
Dominant force in digital payments and e-commerce in Latin America. Compelling long-term investment. Building an eco system. Their payment stream business grows at 52% annually. High valuation, so buy in quarters. No dividend. (Analysts’ price target is $1242.09)
Kim BoltonOwned
merchandisinglodging
TOP PICK
Online marketplace that serves a lot of the countries in the South and Latin America. Volatile stock and is a little erratic now. Fantastic fundamentals. Recently broke out of a long (December-June) range, so as long as it continues to trade around the $58 range, it has a lot of potential to go higher.
merchandisinglodging
Stockchase Research Editor: Michael O'Reilly A similar e-commerce opportunity like SHOP is to North America, MELI is to Latin America. The company uses its platform to help businesses sell their items online and also has a fintech side of their business to help manage cash payments. The company reported strong Q1 earnings with sales growth over 30% for the past five years and the trend is catching on in the region. The company reports earnings this week, so there could be some opportune volatility. We would look to a pullback towards $1000 as an excellent entry point with an eye to re-test highs near $1200 or towards $1400.