I Am Buying The Mercado Libre Dip Fast!

Summary

In this video, the speaker discusses an opportunity to buy shares of M Libra, a company operating in Latin America with a unique combination of e-commerce and fintech. The stock recently dropped 16%, which the speaker views as an overreaction to earnings reports, creating a buying opportunity. M Libra’s growth prospects are strong due to its early position in the market, similar to Amazon and PayPal’s early days. The speaker highlights the company’s impressive growth metrics, strategic investments, and potential for future profitability, making it an appealing choice for long-term investors.

Takeaways

• 😀 The speaker discusses their excitement and commitment to buying a stock, mentioning they’ve already made multiple purchases.
• 😀 The speaker expresses confidence in the stock’s potential, stating that they are willing to continue buying more if the price increases.
• 😀 The speaker mentions the stock's strong performance and the upside potential, indicating they believe the stock will keep growing.
• 😀 The speaker admits to buying the stock multiple times, with plans to buy more, emphasizing their strong belief in its future prospects.
• 😀 The speaker reveals that they are sharing this information with their audience on Patreon, although they feel a bit sorry for doing so.
• 😀 The speaker points out that the stock in question has a promising outlook, and that they consider it to be an interesting stock to track.
• 😀 There is a sense of urgency in the speaker’s tone, as they are considering purchasing again shortly, signaling their high confidence.
• 😀 The speaker encourages viewers to enjoy the content and suggests that they will share more updates in the future.
• 😀 The video ends with a musical outro, indicating a light-hearted and casual style of presentation.
• 😀 The speaker conveys that the stock is currently a topic of significant interest and speculation, given the repeated emphasis on its upside potential.

Q & A

What is the main stock the speaker is discussing in this video?

The speaker is discussing Ma Libra, a company that operates in Latin America, combining e-commerce and fintech services similar to Amazon and PayPal.

Why does the speaker consider the recent dip in Ma Libra's stock price a buying opportunity?

The speaker believes the stock dropped due to an overreaction to earnings, and sees it as an opportunity to buy the stock at a good value. The speaker feels that analysts missed the company's future potential and is confident in its growth.

What kind of market does Ma Libra operate in?

Ma Libra operates in Latin America, where e-commerce and fintech are rapidly growing. The speaker compares its potential to Amazon and PayPal 10 years ago, as these markets are seen as about 10 years behind the US and UK.

How does Ma Libra compare to Amazon and PayPal?

Ma Libra is described as a combination of Amazon and PayPal, offering both e-commerce and fintech services. The speaker highlights that Ma Libra has beaten Amazon in Latin America by building fulfillment centers and creating a fintech platform, Mado Pago, to facilitate online payments.

Why did Ma Libra's earnings miss analysts' expectations?

Ma Libra missed analysts' earnings per share (EPS) estimates because the company made significant investments in this quarter, which analysts failed to anticipate. These investments are expected to pay off in the future, despite the short-term margin pressure.

What are some of the growth drivers for Ma Libra?

Key growth drivers for Ma Libra include the rapid expansion of e-commerce and fintech in Latin America, growth in unique buyers and total payment volume, an increasing advertising business, and the scaling of its credit card portfolio.

How does Ma Libra plan to handle margin pressure from its investments?

Ma Libra expects short-term margin pressure due to its investments in credit cards and fulfillment centers, but the speaker believes these investments are essential for future growth. The strategy is to increase volume and profitability over time.

What is the speaker's outlook on Ma Libra's future valuation?

The speaker believes that Ma Libra is currently undervalued based on its growth prospects. Despite the recent drop, the stock is still expected to grow significantly, and the speaker suggests that the company's valuation could rise once its investments start yielding results.

How has Ma Libra's performance been since the speaker first invested?

The speaker has owned Ma Libra stock for about two years, starting when the stock was priced around $700. The stock has increased by 139%, and the speaker has continued to buy more shares, averaging up over time and maintaining a strong position.

What makes Ma Libra a unique investment opportunity compared to other stocks?

Ma Libra stands out because it offers a combination of e-commerce and fintech services, operates in high-growth markets in Latin America, and is still in the early stages of scaling up. The speaker believes the stock is undervalued relative to its growth potential, especially when compared to average companies or the broader market.