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MELI
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Grab Holdings Limited (GRAB) Faces Earnings Pressure Over Indonesian Two-Wheeler Cap
Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the "Artisan Developing World Fund". The letter can be downloaded here. The Artisan Developing World Fund (Investor Class) returned 3.5…
Disruption in the Middle East Weighed on MakeMyTrip (MMYT)
Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the "Artisan Developing World Fund". The letter can be downloaded here. The Artisan Developing World Fund (Investor Class) returned 3.5…
Arm Holdings (ARM): Semiconductor Sector Sell-Off and Supply Execution Questions Weigh on Stock
Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the "Artisan Developing World Fund". The letter can be downloaded here. The Artisan Developing World Fund (Investor Class) returned 3.5…
Digital Asset Rally and Macro Debasement Concerns Lifted Circle Circle Internet Group (CRCL)
Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the "Artisan Developing World Fund". The letter can be downloaded here. The Artisan Developing World Fund (Investor Class) returned 3.5…
Switzerland's recommerce market is expanding as it integrates certified refurbishment and retailer-led resale into the broader e-commerce landscape. Significant growth is projected, with the market estimated to reach approximately US$2.63…
Enterprise AI Adoption and CoCo Agent Expansion Drive Snowflake’s (SNOW) Growth
Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the "Artisan Developing World Fund". The letter can be downloaded here. The Artisan Developing World Fund (Investor Class) returned 3.5…
CrowdStrike (CRWD) is Monetizing the Complexities of the AI Cybersecurity Environment
Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the "Artisan Developing World Fund". The letter can be downloaded here. The Artisan Developing World Fund (Investor Class) returned 3.5…
Micron Technology (MU): Pullback Driven by Debates Over AI Capex Sustainability
Artisan Partners, an investment management company, released its third-quarter 2026 investor letter for the "Artisan Developing World Fund". The letter can be downloaded here. The Artisan Developing World Fund (Investor Class) returned 3.5…
Alphabet (GOOGL): Well-Positioned to Capitalize on Ongoing AI Adoption
Lakehouse Capital, a Sydney-based investment manager, published its "Lakehouse Global Growth Fund" investor letter for August 2026. The letter can be downloaded here. In August, the Fund achieved a 10.9% net return, significantly outperfor…
Beyond Disruption Fears: How ServiceNow (NOW) is Harnessing AI
Lakehouse Capital, a Sydney-based investment manager, published its "Lakehouse Global Growth Fund" investor letter for August 2026. The letter can be downloaded here. In August, the Fund achieved a 10.9% net return, significantly outperfor…
MercadoLibre (MELI) Capitalizes on Early-Stage E-Commerce and Digital Finance
Lakehouse Capital, a Sydney-based investment manager, published its "Lakehouse Global Growth Fund" investor letter for August 2026. The letter can be downloaded here. In August, the Fund achieved a 10.9% net return, significantly outperfor…
US Stock Market Today: S&P 500 Futures Dip As Cooling Wages Temper Growth Hopes
The Morning Bull - US Market Morning Update Tuesday, Oct, 6 2026 US market futures are a touch softer this morning, with E-mini S&P 500 contracts down about 0.1%, as investors weigh a cooler US jobs report against stubborn factory sluggish…
Wall Street trades higher as yields remain in focus
[Wall Street sign, New York City, USA] mbbirdy/E+ via Getty Images Wall Street’s major averages shifted higher on Monday after markets rallied on Friday from the softer payrolls report that landed. The blue-chip Dow (DJI [https://seekingal…
Stock Market Today: Dow Dips, Brazil Stocks Soar On Bolsonaro Surprise; Microsoft, SpaceX Pop (Live Coverage)
The Dow Jones index falls Monday. Brazil stocks soar on Brazil election results. Microsoft and SpaceX shine on the stock market today. Continue Reading
Brazilian stocks soar as Flávio Bolsonaro takes surprise election lead
Brazilian stocks surged Monday as Flávio Bolsonaro, the right-wing politician and son of former President Jair Bolsonaro, took a surprising though narrow lead in the first round of Brazil's general election. Shares of Nu Holdings (NU), the…
MercadoLibre's GMV Growth Has More Room to Run Across Markets
MercadoLibre MELI continued to post robust marketplace growth in the second quarter of 2026, with gross merchandise volume (GMV) reaching $21.9 billion, up 44% year over year and 36% on an FX-neutral basis, while items sold rose 45% to 795…
Michael Burry and Hedge Funds Agree on This Beaten Down Stock
MercadoLibre (NASDAQ:MELI) runs one of the biggest e-commerce marketplaces in Latin America. The stock is down about 14% so far this year. The crux of the story is heavy spending by the company. But some analysts believe that spending has…
Is MercadoLibre (MELI) a Buy as Wall Street Analysts Look Optimistic?
The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect…
MercadoLibre (MELI) Stock Falls Amid Market Uptick: What Investors Need to Know
MercadoLibre (MELI) closed at $1,685.12 in the latest trading session, marking a -2.51% move from the prior day. The stock trailed the S&P 500, which registered a daily gain of 0.2%. Elsewhere, the Dow gained 0.04%, while the tech-heavy Na…
PDD Holdings (PDD) vs. BABA and JD: Value Play or Trap at Its 52-Week Low?
Is PDD a good stock to buy at its 52-week low? We came across a bullish thesis on PDD Holdings Inc. on Astute Optics - US's Substack. In this article, we will summarize the bulls' thesis on PDD. PDD Holdings Inc.'s share was trading at $77…
MercadoLibre's Credit Growth Strengthens Its Fintech Ecosystem
MercadoLibre, Inc.'s MELI credit business continued to expand in the second quarter of 2026, reinforcing the connection between its fintech platform and broader ecosystem. The company's credit portfolio reached $16.4 billion, marking 75% y…
3 Profitable Stocks Worth Investigating Profitability is a key measure of business strength. Companies with high margins have proven they can generate consistent earnings while maintaining financial discipline. Even among profitable busine…
Q2 Online Marketplace Earnings: Etsy (NYSE:ETSY) Earns Top Marks
Q2 Online Marketplace Earnings: Etsy (NYSE:ETSY) Earns Top Marks Looking back on online marketplace stocks' Q2 earnings, we examine this quarter's best and worst performers, including Etsy (NYSE:ETSY) and its peers. Marketplaces have exist…
Michael Burry is all-in on these stocks that have ‘corrected tremendously’ — and doubles down on AI shorts
The NASDAQ-100 hitting fresh all-time highs isn't fazing one of AI's biggest bears. In a recent Substack post, "Big Short" investor Michael Burry characterized the current state of the NASDAQ as "historically overvalued, and historically t…
MercadoLibre vs. Target: Which Stock Offers the Better Setup Now?
As MercadoLibre, Inc. MELI and Target Corporation TGT continue to strengthen their respective business models and invest in long-term growth initiatives, a closer look at the two stocks offers useful perspective on their individual fundame…
MercadoLibre (MELI) Stock Looks Rich Relative To Its Earnings
MercadoLibre has seen a sharp shift in sentiment over the past year, yet the longer term record still shows a solid gain. That gap between recent share price moves and the earnings power of the business raises a clear question about what i…
MercadoLibre (MELI) Sees a More Significant Dip Than Broader Market: Some Facts to Know
In the latest trading session, MercadoLibre (MELI) closed at $1,754.13, marking a -2.51% move from the previous day. This change lagged the S&P 500's 0.03% loss on the day. At the same time, the Dow lost 0.31%, and the tech-heavy Nasdaq ga…
Nu Holdings Expands Lending: Can Credit Quality Hold Up?
Nu Holdings' NU lending engine expanded in the second quarter of 2026, with its total credit portfolio reaching $39.4 billion, up 37% year over year and 5% sequentially. Growth was broad-based: credit card balances rose 35% to $26 billion,…
The famed investor added to bearish positions on Micron and other semiconductor stocks because he believes prices for AI chips will drop soon. Continue Reading
Retiring at 55: How a CFP® Is Actually Investing for It
Retiring at age 55 presents several challenges that don't apply if you work until a traditional retirement age of 65 or later. For example, you have to figure out how to fund your healthcare needs for a 10-year gap before Medicare eligibil…
2 Large-Cap Stocks on Our Buy List and 1 We Question
2 Large-Cap Stocks on Our Buy List and 1 We Question Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain h…