$MELI · Daniel Pronk · 2026-11-07
我加仓了 MELI，并预计它在未来 20 年持续增长、不断复利；理由是公司领导层未变，且 MELI 已展现出对巴西不利经济环境的韧性。我将其视为一项重要持仓，同时承担共同的宏观风险。
逐段跳播
所以，昨天我发布了一个视频，分析了Mercado Libre 2026年第三季度的财报，在视频里我解释了我为什么买入了更多Milli的股票。
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和Nubank是两家进入市场、致力于推动拉美经济数字化的公司。我认为，在未来20年里，这两家公司会继续增长，并实现复合年增长。
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和Mercado Libre在这位领导者的带领下表现良好，我认为在他的带领下它们会继续增长、继续表现良好，因为我不认为情况真的发生了什么变化。
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.
我只是觉得市场对Nubank更看空，也许是因为某些意外之财。巴西不利的经济状况——而Mercado Libre恰恰表明这些状况并不影响这些公司——以及巴西近期的选举导致Nubank股价又下跌了20-30%，都是促成因素。
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.
但我不……我也不认为我会把这做成我投资组合中很重要的一部分，因为我已经持有Mercado Libre，而它们的风险特征相似。
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.
所以，我在一定程度上加大了自己的风险，因为它们背后的宏观因素大致相同。
So, I'm doubling down on my risk a bit because they have roughly the same underlying macro factors .
这个频道对 $MELI 的历次判断
Daniel Pronk 在这只股票上共 4 条判断，这里只列相邻的几条。