Now, it's about the Latin American markets , which is the same reason I'm an investor in Mercado Libre. Because these countries are moving, or growing, very fast.

看原视频17:22

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09-11

Daniel Pronk发布 2026-09-11

《4 Undervalued Stocks I Plan to Keep Buying》

$MELI看涨

MELI 被低估；在拉美电商和金融科技领域市场份额的强劲增长，支撑未来十年基本面年增长约 20% 的判断。

好，现在我们继续，谈谈第三只有大量更新出来的股票，这只就是 Marcato Libre。Marcotta Libre 的股价最近见顶超过每股 2,000 美元，并且一直在这个区间附近徘徊，我认为这很值得高兴，而且早就该如此，我仍然相信 Marcato Libre 在市场上被极度低估，正如我之前所说，我认为它仍然是目前整个市场上提供最大价值的股票之一。

All right, now let's move on and talk about the third stock that has had a lot of updates coming out and this one is Marcato Libre. Marcotta Libre stock recently peaked over $2,000 per share and it has been hovering around this range now which I think is great to see and more than overdue and I still believe that Marcato Libre is extremely undervalued in the market and as I have said previously I think that it is still one of the stocks offering the most value across the entire market right now as well.

看原视频17:00

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09-03

The Intrinsic Value Podcast发布 2026-09-03

《Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)》

$MELI看涨

MercadoLibre是首选，因其强大的商业模式和广告业务的显著增长。

我是 Mac Libra 的忠实粉丝，或者我们都是。以及它背后的商业模式。

Um, I'm a big fan of Mac Libra or we both are. Um, and the business model behind it.

当你看 Mac Libra 时，他们给了你想要的一切，关于他们的贷款账簿等等。

Um, when you look at Mac Libra, they give you everything that you can wish for um, regarding to their loan book and all of that stuff.

而 MacB 曾经也是如此，但后来他们推出了新贷款。这意味着贷款规模更大。贷款不仅针对接下来的 12 周，而是接下来的 12 个月。所有这些都从结构上增加了某些贷款违约的可能性。

whereas it used to be the same for MacB but then they push into new loans. Um that means the loans are are larger. The loans are not only for the next 12 weeks, but they're actually for the next 12 months.

And all of that structurally increases the likelihood that some loans will fail.

看原视频1:53:08

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