MELI 属于高增长、高风险的那一类，本质上是对更高增长的押注；如果它的增长趋于稳定而利润消失，有朝一日一切可能都会变得非常难看。它有可能成为南美洲的 Amazon，也有可能不会。
逐段跳播
所以，包括我们讨论过的Mercado Libre在内，大家几乎都在朝同一个方向走，这一点值得思考。
So, everyone, including Mercado Libre, which we discussed, is practically all heading in the same direction, which is something worth thinking about.
Mercado Libre，你可以在我最新的视频里查看本季度的更新。我会把它放在这里的卡片上。
Mercado Libre, you can check out this quarter's update in my latest video. I'll put it on a card here.
因此，在当前情况下，我会把“C”放在高增长、高风险的板块里，也就是“Mercado Libre”。也许把它归入押注会更好，因为我们是在押注更高的增长。
Therefore, I will put "C" here as "Mercado Libre" in that high- growth, high- risk segment of our current situation. Perhaps it would be better to put it in the bets, because we are betting on higher growth.
问题在于，当增长趋于稳定、利润消失时，一切都会显得非常难看，而这有朝一日可能会影响到Mercado Libre。它们可能成为南美洲的Amazon，也可能不会。
The problem is that when growth stabilizes and profits disappear, everything looks very ugly, and this may affect Mercado Libre someday. They may become the Amazon of South America, they may not.
这个频道对 $MELI 的历次判断
Value Investing with Sven Carlin, Ph.D. 在这只股票上共 3 条判断，这里只列相邻的几条。