Mercadolibre MELI

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    1. Adoption of Value-Added Services Signals Further Strengthening of MercadoLibre's Network Effect


      Thu, 7 May 2015

      MercadoLibre carried much of its 2014 momentum into ..... We remain impressed by adoption of MercadoLibre 's value-added services--namely ..... 135 fair value, as rapid adoption of MercadoLibre 's expanded service portfolio gives

    2. MercadoLibre's Network Effect Strengthens as it Monetizes Take Rate Drivers and Growth Opportunities


      Thu, 26 Feb 2015

      MercadoLibre capped off a strong 2014 with user growth momentum (up 22% to 120 ..... mobile commerce in Latin America are reaching critical mass--many of MercadoLibre 's key markets grew more 20% this past year and should see a similar

    3. Merchandise/Payment Volumes Reinforce MercadoLibre's Network Effect as New Take Rate Drivers Emerge


      Fri, 31 Oct 2014

      across most markets during the third quarter, we believe MercadoLibre 's network effect--the source of our narrow moat rating ..... see many near-term negative catalysts and concede that MercadoLibre could attract takeover interest because of its strong regional

    4. MercadoLibre's Investor Day Reinforces Longer-Term Valuation Assumptions, Narrow Moat Rating


      Mon, 20 Oct 2014

      MercadoLibre 's investor day event last week supported ..... avenues into our projections. Given MercadoLibre 's scale, gross merchandise volume ..... Embedded in our assumptions is that MercadoLibre will serve nearly 200 million individuals

    5. Payment, Shipping, and Mobile Investments Foster MercadoLibre's Network Effect, Accelerate Volume


      Fri, 8 Aug 2014

      Despite the attention on Venezuela foreign currency issues, our key takeaway from MercadoLibre 's second quarter was the underlying strength of the firm's core business, accentuated by strong active user growth (up 22

    6. Powerful Network Effect Makes Alibaba a Rare Find


      Wed, 9 Jul 2014

      many of the other e-commerce names across Morningstar's global coverage universe, including Amazon, eBay, and MercadoLibre MELI ; social networks like Facebook, Twitter, SINA, and Tencent Holdings; and credit card companies like Visa and

    7. From Barron’s, July 7, 2014 (Part 2)


      Fri, 4 Jul 2014

      barrons.com/news/articles/SB50001424053111904248904580003274042514274?mod=BOL_twm_fs Bearish stories: Lat Am MercadoLibre [ MALI ; 18% owned by EBAY ; but EBAY is expanding its own operations in Lat Am]; Puerto Rico mess – PR miscalculated

    8. MercadoLibre Payment, Shipping and Platform Investments Enhancing Network Effect; Shares Undervalued


      Fri, 9 May 2014

      MercadoLibre carried much of its momentum from 2013 ..... these initiatives will continue to make MercadoLibre a preferred third-party commerce ..... volumes). Despite these investments, MercadoLibre 's scalability was evident in gross

    9. Network Effect Fuels MercadoLibre's Momentum Amid Uneven Latin American Economic Conditions


      Fri, 28 Feb 2014

      MercadoLibre 's fourth-quarter update paints ..... many of its key operating regions, MercadoLibre 's momentum was broad-based, with ..... presence. Despite these investments, MercadoLibre still posted a 100-basis-point

    10. MercadoLibre Maintains Top-Line Momentum in 3Q; Shares Overvalued


      Tue, 5 Nov 2013

      MercadoLibre delivered third-quarter results that reflected the continued benefits of the ..... fair value estimate, which remains unchanged, appropriately captures MercadoLibre 's Latin America e-commerce opportunity by assuming 18% top-line

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