Offshore
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Dimitry Nakhla | Babylon Capital®
A clean visual of MercadoLibre’s growth by segments & countries since 2020 $MELI 🤝
Two takeaways:
1️⃣ Diversified business segments performing at high levels
2️⃣ Growth in Argentina has surged & may overtake Mexico Revenue (Argentina sales +125% YoY as of Q1 2025 report) https://t.co/lHC3FTNDBr
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A clean visual of MercadoLibre’s growth by segments & countries since 2020 $MELI 🤝
Two takeaways:
1️⃣ Diversified business segments performing at high levels
2️⃣ Growth in Argentina has surged & may overtake Mexico Revenue (Argentina sales +125% YoY as of Q1 2025 report) https://t.co/lHC3FTNDBr
MercadoLibre $MELI Reports a Strong Q1 🎯
✅ Rev: $5.93B vs $5.52B (est) | +37% YoY
✅ EPS: $9.74 vs $8.27 (est) | +44% YoY
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🏷️ GMV: $13.3B | +17% YoY
🧾 Items Sold: 492.2M | +28% YoY
💸 Total TPV: $58.3B | +43% YoY
📲 Fintech MAU: 64.3M | +31% YoY https://t.co/kNTMzECQOj tweet
Offshore
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Hidden Value Gems
Brent down after seemingly rising escalation. Market is forward looking and has discounted this already? Buy on expectations, Sell on the news?
Interesting how the market behaves, but not very productive to watch it all the time (it at least for me).
So many untouched stones ahead, bottom up fundamental analysis.
One stock at a time 🧭🔎 🔨
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Brent down after seemingly rising escalation. Market is forward looking and has discounted this already? Buy on expectations, Sell on the news?
Interesting how the market behaves, but not very productive to watch it all the time (it at least for me).
So many untouched stones ahead, bottom up fundamental analysis.
One stock at a time 🧭🔎 🔨
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Offshore
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Quiver Quantitative
BREAKING: Pam Bondi was just questioned on Trump's meme coin by Representative Madeleine Dean.
Dean also brought up Bondi's decision to sell millions of dollars of stock on liberation day. https://t.co/mvHrrLbRTy
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BREAKING: Pam Bondi was just questioned on Trump's meme coin by Representative Madeleine Dean.
Dean also brought up Bondi's decision to sell millions of dollars of stock on liberation day. https://t.co/mvHrrLbRTy
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Offshore
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The All-In Podcast
RT @chamath: In some ways, Socialism is the funniest and most ironic outcome for the former center of finance and capitalism in America.
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RT @chamath: In some ways, Socialism is the funniest and most ironic outcome for the former center of finance and capitalism in America.
BREAKING: Mamdani surges as clear favorite in the NYC Mayoral primary.
61% chance he wins. https://t.co/8KJeTHMyan tweet
Hidden Value Gems
As tragic as wars are, this latest escalation in the Middle East seems more about optics than total war. Both sides appear focused on perception.
That suggests neither is prepared for a prolonged conflict — which markets may take as a positive.
But managing conflicts is rarely sustainable over time.
We’ll see…
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As tragic as wars are, this latest escalation in the Middle East seems more about optics than total war. Both sides appear focused on perception.
That suggests neither is prepared for a prolonged conflict — which markets may take as a positive.
But managing conflicts is rarely sustainable over time.
We’ll see…
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Offshore
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Quiver Quantitative
Rep. Maxwell Frost is the only member of Generation Z to serve in Congress.
He just released a new annual financial disclosure.
It showed that he owns no assets. https://t.co/Y4649JSosh
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Rep. Maxwell Frost is the only member of Generation Z to serve in Congress.
He just released a new annual financial disclosure.
It showed that he owns no assets. https://t.co/Y4649JSosh
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Offshore
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The All-In Podcast
RT @DavidSacks: Heard Politico is big mad about this. Hit piece coming. https://t.co/gukrn7m82p
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RT @DavidSacks: Heard Politico is big mad about this. Hit piece coming. https://t.co/gukrn7m82p
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