MELIInternet & Digital Services
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Get what investors say about MELI next
3 investor calls on MELI in the last 90 days (3 bullish, 0 bearish). Follow MELI free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what MELI did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about MELI
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-09 | Evan VanderveerManaging Partner, Vanshap Capital | Bullish | The Business Brew | MercadoLibre is a customer-fanatic fintech platform disrupting legacy banking across Latin America by… |
| 2026-10-06 | Everything Money HostFounder and Host, Everything Money | Bullish | Michael Burry | Mercado Libre is the Amazon of Latin America with 45% five-year revenue CAGR, 31% five-year average returns… |
| 2026-08-17 | Evan VanderveerManaging Partner, Vanshap Capital | Bullish | Yet Another Value Podcast | Mercado Libre's apparent 5-year underperformance was entirely a multiple compression artifact from a rich… |
| 2026-02-27 | Brett SchaeferCo-host, Chit Chat Stocks | Bullish | Chit Chat Stocks | MercadoLibre is intentionally compressing margins to accelerate e-commerce infrastructure in Latin America… |
| 2026-02-27 | Ryan HendersonHead of Research, Fiscal.ai | Bullish | Chit Chat Stocks | MercadoLibre's take-rate cuts mirror Amazon's early playbook of sacrificing margins to win customers and… |
| 2026-01-02 | Kevin Mahn (Hennion & Walsh)President & CIO, Hennion & Walsh | Bullish | We Study Billionaires | Mercado Libre is the dominant e-commerce and fintech platform in Latin America with 27 consecutive quarters… |
| 2025-07-18 | Aswath DamodaranProfessor of finance, NYU Stern | Bullish | Musings on Markets (Damodaran) | Mercado Libre is on Damodaran's buy list as a Latin American e-commerce and fintech leader whose bitcoin… |
Next report: 4 Nov 2026 after the close
Notable options days
Sessions in the last 120 where MELI’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 5 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-26 | ||||||
| 2026-10-05 | ||||||
| 2026-09-24 | ||||||
| 2026-08-19 | ||||||
| 2026-08-06 |
MELI on the Wheel
MELI passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2016–2026.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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