Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” annual investor letter. A copy of the letter can be downloaded here. The year was strong for the fund despite volatility, backed by the new US administration. The fund returned 33.4% net of fees and expenses compared to 18.4% for its benchmark. Since its inception in December 2017, the Fund has returned 254.4% compared to 139.9% for its benchmark, the MSCI All Country World Index, Net Total Returns (AUD). In ad ...

Key Takeaways MercadoLibre's total loan book surged 91% YoY in the second quarter of 2025 to $9.3 billion.MELI's narrowing NIMAL signals future margin compression risk if credit growth continues unchecked.MELI's lending is growing faster than revenue, sharpening concerns about future profitability gaps.MercadoLibre (MELI) is Latin America’s leading e-commerce and fintech platform provider, operating through its Mercado Libre Marketplace and Mercado Pago services. The company’s aggressive credit expansion st ...

Brown Capital Management, an investment management company, released its “The Brown Capital Management International All-Company Strategy” second quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter started with Liberation Day on April 2, which resulted in a global stock market sell-off. Later, the stock market rallied following a 90-day tariff reprieve. In this environment, international stocks in particular skyrocketed, with the MSCI ACWI ex US index up 12.30% and ...

Financial giants have made a conspicuous bearish move on MercadoLibre. Our analysis of options history for MercadoLibre (NASDAQ: MELI) revealed 22 unusual trades.Delving into the details, we found 27% of traders were bullish, while 45% showed bearish tendencies. Out of all the trades we spotted, 7 were puts, with a value of $940,837, and 15 were calls, valued at $790,535.Projected Price TargetsTaking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a p ...

股价表现与目标 - 当前股价2,49435美元 较前日上涨137%或3369美元 日内交易区间介于2,43349至2,51665美元之间[3] - 一年内股价波动显著 最高触及2,64522美元 最低下探1,646美元[3] - 坎托菲茨杰拉德分析师设定2,900美元目标价 隐含1626%上行空间[1][5] 市值与交易表现 - 公司市值约1,2646亿美元 相当于亚马逊25万亿美元市值的约5%[2][4][5] - 单日交易量达267,652股 显示市场关注度较高[4] - 尽管市值规模较小 但同期交易表现优于亚马逊[2][5] 行业地位与比较 - 被誉为拉丁美洲领先电商平台 常被与亚马逊相提并论[1][2] - 在双方共同交易期间展现出更强劲的业绩表现[2][5] - 在区域在线零售市场占据重要地位[1]

Market Analysis by covering: MercadoLibre Inc, Alibaba Group Holdings Ltd ADR, Nu Holdings Ltd. Read 's Market Analysis on Investing.com ...

新业务拓展 - 公司在阿根廷、巴西、智利和墨西哥推出新B2B业务单元[1] - 该业务已测试一年并拥有超过400万批发采购用户[2] - 此举将业务从传统消费者市场扩展至企业级市场[2] 财务表现 - 第二季度收入同比增长34%达到68亿美元[3] - 电商和金融科技业务均保持强劲增长势头[3] - 连续实现两位数收入增长[3] 业务生态 - 电商平台连接拉美地区买卖双方[3] - 金融科技平台向商户和个人提供支付服务[3] - 在18个国家开展业务并提供电商与数字金融服务解决方案[2] 战略举措 - 在巴西扩展免运费计划并开展高影响力营销活动[4] - 与Google Ad Manager整合以扩大广告商覆盖范围[4] - 金融科技部门Mercado Pago计划在阿根廷申请银行牌照以扩展投资工具和信贷产品[4] 区域发展 - 已在巴西和墨西哥实施银行牌照战略[5] - 通过现有业务促进阿根廷个人和小微经济发展[5] - 墨西哥反垄断机构发现公司与亚马逊存在平台竞争壁垒但未要求整改[6]

根据提供的文档内容，该内容主要涉及作者背景和披露声明，不包含具体的公司或行业分析信息。因此，无法提取与公司或行业相关的核心观点或关键要点。所有文档内容均为披露声明或个人背景介绍，与投资分析无关[1][2][3]。

Key Points MercadoLibre and Netflix have significantly beaten the market so far this year. Both should benefit from their respective leadership positions in rapidly growing markets. 10 stocks we like better than MercadoLibre › Even amid the volatility caused by President Donald Trump's aggressive trade policies, broader equities are doing pretty well this year, and some companies have performed even better. That's the case with MercadoLibre (NASDAQ: MELI) and Netflix (NASDAQ: NFLX): The former is u ...

MercadoLibre, Inc. (NASDAQ:MELI) is one of the 10 Best NASDAQ Stocks to Buy For Long Term. On September 12, Reuters reported that Mexico’s antitrust watchdog, Cofece, conducted an investigation into the country’s e-commerce market and found that sellers on MercadoLibre, Inc. (NASDAQ:MELI) faced barriers to competition. However, Cofece’s commission could not reach a consensus to take corrective actions against MercadoLibre, Inc. (NASDAQ:MELI). The watchdog decided not to impose sanctions because of uncerta ...