MForMillionaireMary

Investors soon to be Millionaire

[Jonah Lupton @JonahLupton]

$MELI is one of the greatest companies / compounders ever created... did you know it's the only publicly traded company to ever grow 30% YoY (or better) for 28+ straight quarters (screenshot below).

Not only is $MELI down -37% from the highs (July 2025) but this is also the cheapest the stock has been in 10+ years whether you're looking at NTM ev/ebitda or NTM EPS (P/E).

$MELI is now trading at less than 17x NTM ev/ebitda with ebitda expected to grow at a 30% CAGR for the next 3-4 years.

$MELI is now trading at less than 30x NTM EPS with EPS expected to grow at a 38% CAGR for the next 3-4 years.

NFA.
DYOR.

* We do own $MELI at @FirstWaveFund, it's a top 15 position after the adds today.

[Pivot Point Investing @P_Earns24]

2/

While the trigger for lower shipping thresholds may have been defensive, $MELI’s ability to execute this strategy is pure offense. They are leveraging their massive scale to starve out the competition.

• Unmatched Logistics (Mercado Envios)
• The Fintech Flywheel (Mercado Pago)
• +6.4M new customers in one quarter.

By offering faster, cheaper shipping and expanding their credit portfolio, $MELI is raising the table stakes. Competitors will bleed cash trying to match them. They are buying permanent market share at the expense of temporary profitability.

[Oguz Erkan @oguzerkan]

$MELI CEO: “Fintech is the biggest opportunity ahead for us.”

MercadoPago is growing 50% YoY and it has a very long runway as financial services market penetration in LatAm except Brazil is still very low.

MercadoPago alone has a potential to be a $100 billion business.

[Oguz Erkan @oguzerkan]

Stanley Druckenmiller: “We are long South Korea, Japan and Brazil.”

It’s insane to me that people are dumping $MELI and $NU while they are at their lowest valuation and Druckenmiller is long Brazil.

Two of the most attractive buying opportunities in the market.

[Ram 🇺🇸 @DavidRamsdenWoo]

I give $SM a hard time because … well. I still own a lot of shares. I commend them for the announcement at what was a) absolutely non core and b) appears to be a good price. Get the balance sheet in order, meet with $NOG and $CRGY at NAPE and pull together something that is $10 billion. Then take $CHRD before $DVN does. Then, you can rest.

[RAWenergy @WAR527]

Reminder:
$SM/ $CIVI merger vote scheduled for Jan. 27:
Proxy: https://t.co/FNsn6NFJDj

[Bask @baskgod]

Waking up in the hospital and hearing you got hit by a celebrity gotta be great news until they tell you it's Danileigh

[Chris Do @theChrisDo]

3 reasons Dark Twitter exists:

1. People desire to "expose" people they consider fake.
2. People want to cut down people who they see rise to quickly.
3. People are upset their world view is challenged.

#DarkTwitter

[TC @TheRonTheGreat]

Black Twitter trying to help save Twitter right now

[Doom Coming @Getthebagcoach]

Black Twitter trying to keep Twitter alive right now

[Don Salmon @dijoni]

Black Twitter expose American labor camps for children this was in the 50s and 60s. #BlackTwitter

[Vast Mula 🌊 @OceanLoot]

lets give Marla Gibbs them flowers 💐 #BlackTwitter

[Alternate Jones @AlternateJones]

On May 27th, 2019, I was all-in $TSLA and down 92%. Did not sell a single share.

[Moon man @MoonMan1664]

@Rainmaker1973 Moneys a con right off the bat. You have to pay the government tax back... just call it a charge for handling there money.
You have to pay the government to be able to earn money. They call it tax.
Both above are the same.

Your time is your true value.

[Kandon @KandonDortch]

a person’s effort is a reflection of their interest in you.

[Brigitte Gabriel @ACTBrigitte]

I think we should refrain from calling coffee a “Cup of Joe” out of respect for coffee.

[Rolling Loud @RollingLoud]

Even if you are not ready for the day, it cannot always be night

[MForMillionaireMary @MMillioaire]

https://t.co/YjuMIP1TTI