Daniel Pronk on $MELI (Nov 7, 2026)
The speaker bought more MELI and expects it to keep growing and compounding over the next 20 years, citing unchanged leadership and MELI's demonstrated resilience to adverse Brazilian economic conditions; he sees it as a significant holding with shared macro risk.
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So, yesterday I posted a video analyzing Mercado Libre’s earnings for the third quarter of 2026 , in which I explained why I bought more Milli shares.
Mercado Libre and Nubank are the two companies entering the market and working to digitize the Latin American economy. Over the next 20 years, I think these companies will continue to grow and experience compound annual growth.
Nubank and Mercado Libre were doing well under this person's leadership, and I think they will continue to grow and do well with him because I don't think anything has really changed.
I just think the market is more bearish on Nubank, perhaps due to some windfall. The adverse economic conditions in Brazil, which Mercado Libre has simply shown don't affect these companies, and also the recent elections in Brazil, which caused Nubank's stock to drop another 20-30%, are contributing factors.
But I don't I also think I'll make this a significant part of my portfolio , as I already own Mercado Libre, and they share a similar risk profile.
So, I'm doubling down on my risk a bit because they have roughly the same underlying macro factors .
What this channel has said about $MELI
Daniel Pronk has 4 calls on this stock; only the adjacent ones are shown.