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Mercado Libre (Meli): Mispriced Compounder
Executive Summary Mercado Libre is a Latin American dominant e-commerce and fintech platform (similar to Amazon but for the LATAM population) that operates across 18 countries with primary revenue concentration in Brazil (55%), Mexico (22%), and Argentina (18%). Mercado Libre has $28.9B in revenue in FY2025, up 39% year-over-year, with Q4 2025 accelerating further to…
