DavetheDweeb
49 posts
DavetheDweeb
@DweebDavethe
Gods BattleAxe🪓& Weapon of War⚔️
Katılım Temmuz 2019
291 Takip Edilen17 Takipçiler
$MELI is not “the Amazon of Latin America.”
It never was, and it never will be.
Just repeating that label creates false expectations and lazy analysis.
Mercado Libre has its own business model, its own market structure, its own risks, and its own limitations. It has nothing to do with Amazon beyond surface-level comparisons people use because it sounds catchy.
This is exactly how investors get trapped in narratives.
I warned about $MELI before, and it’s interesting to see how many hate messages and comments I received telling me how dumb I was when the stock was around $1,900.
A lot of influencers on X even reposted my comments just to mock the idea.
Now it’s funny to see how many of those same people quietly deleted their tweets.
This is exactly why you should never become emotionally attached to narratives.
Because valuation and price often have very little to do with each other in the short-to-medium term.
Markets move on momentum, perception, positioning, and future expectations.
𝘼 𝙡𝙤𝙩 𝙤𝙛 𝙥𝙚𝙤𝙥𝙡𝙚 𝙬𝙝𝙤 𝙖𝙧𝙚 𝙨𝙢𝙖𝙧𝙩𝙚𝙧 𝙩𝙝𝙖𝙣 𝙮𝙤𝙪 𝙘𝙪𝙧𝙧𝙚𝙣𝙩𝙡𝙮 𝙗𝙚𝙡𝙞𝙚𝙫𝙚 𝙩𝙝𝙞𝙨 𝙞𝙨 𝙩𝙝𝙚 𝙘𝙤𝙧𝙧𝙚𝙘𝙩 𝙥𝙧𝙞𝙘𝙚.
𝙁𝙤𝙧 𝙩𝙝𝙚𝙢 𝙩𝙤 𝙗𝙚 𝙥𝙧𝙤𝙫𝙚𝙣 𝙬𝙧𝙤𝙣𝙜, 𝙩𝙝𝙚𝙧𝙚 𝙪𝙨𝙪𝙖𝙡𝙡𝙮 𝙝𝙖𝙨 𝙩𝙤 𝙗𝙚 𝙖 𝙘𝙖𝙩𝙖𝙡𝙮𝙨𝙩:
𝘼 𝙩𝙪𝙧𝙣𝙖𝙧𝙤𝙪𝙣𝙙.
𝘼 𝙘𝙝𝙖𝙣𝙜𝙚 𝙞𝙣 𝙚𝙭𝙥𝙚𝙘𝙩𝙖𝙩𝙞𝙤𝙣𝙨.
𝙎𝙤𝙢𝙚 𝙣𝙚𝙬 𝙞𝙣𝙛𝙤𝙧𝙢𝙖𝙩𝙞𝙤𝙣.
𝘼 𝙘𝙝𝙖𝙣𝙜𝙚 𝙞𝙣 𝙚𝙖𝙧𝙣𝙞𝙣𝙜𝙨.
The fact that so many people on X still think $MELI is an obvious bargain while the stock keeps trading this poorly is, in my opinion, more of a warning sign than an encouraging sign.
Because it suggests many holders still haven’t capitulated.
They still believe.
They still haven’t emotionally given up on the stock.
Real bottoms usually come with exhaustion, apathy, forced selling, and disbelief - not confidence.
You saw it before in $PYPL.
You saw it before in $NOW.
You see it now in $MELI.
And many others.
“Cheap” alone is rarely enough.
Go through the history of most people currently calling $MELI a great opportunity, and you’ll notice that most of them were saying the exact same thing when it was trading at $1,900 too.
Without a catalyst, without strong price action, and without a real change in trend, it’s difficult for a broken stock to suddenly recover just because people think the valuation looks attractive.
Bad charts can always get worse.
Z@ZeeContrarian1
$MELI - 𝘁𝗵𝗲 “𝗔𝗺𝗮𝘇𝗼𝗻 + 𝗣𝗮𝘆𝗣𝗮𝗹 𝗼𝗳 𝗟𝗮𝘁𝗶𝗻 𝗔𝗺𝗲𝗿𝗶𝗰𝗮.” 𝗔 𝗰𝗮𝘂𝘁𝗶𝗼𝗻𝗮𝗿𝘆 𝘁𝗮𝗹𝗲. Five years ago: ~$21B GMV ~$1.7B profit ~$1,650/share Today: ~$65B GMV ~$12.9B profit ~$1,850/share (after earnings) So in five years, the business exploded. But the stock? Roughly ~10–15% total return. How is that possible? Because in 2020–2021, people weren’t buying $MELI for what it was. They were buying what they believed it would become. It’s like signing a kid everyone says will be the next Michael Jordan. You pay him like he’s already Jordan. Franchise money. MVP expectations. Six years later, he turns out to be a very good player. Maybe even great. But not Michael Jordan. The issue isn’t that he failed. The issue is you paid for perfection. That’s how markets work. When expectations are extreme, even massive growth isn’t enough. Revenue can triple. Profits can 7x. The company can execute beautifully. But if the future was already priced in, the stock goes nowhere.
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This could be the most productive Sunday of your life.
The NASDAQ has been up seven days in a row, it will open deep in the red on Monday. Make a list of the stocks that have risen the most. Pick the top 10 and make that your buy list.
The next time the market is down, you buy exactly those stocks. You don’t improvise. You don’t come up with new names or new ideas.
These are the only stocks you buy.
To crowdsource this take, comment below with your favorite stock and how much it’s up over the last 7 days-ideally include a chart. If it’s not up at least 10%, don’t waste our time.
I’ll go first: $AMZN
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Why should American taxpayer dollars fund the British Broadcasting Corporation!? That’s insane.
Mario Nawfal@MarioNawfal
🚨🇬🇧🇺🇸 BBC UNHAPPY ABOUT US GOVERNMENT FUNDING CUT The BBC, through its international charity arm BBC Media Action, has expressed its dissatisfaction with a recent decision by the US government to pause funding. The impact of this pause, which affected approximately 8% of their income for the fiscal year 2023-24, left them quite baffled. Meanwhile, US citizens are baffled themselves: Wait — we were paying for the BBC? Source: BBC
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TRUMP'S PLANE MAKES EMERGENCY LANDING OVER 'MECHANICAL ISSUES'
The airplane carrying former United States President Donald Trump is reported to have made an emergency landing over "mechanical issues" in Billings, Montana, the state's television station KTVH reported on Friday.
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DavetheDweeb retweetledi
See next week's #calendar of events: federalreserve.gov/newsevents/cal…
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I 👀 you @NFL I subscribe to #NFLPlus all I can do is listen when the promotion stated I could watch. Then I go cancel and y’all pull the bait and switch on me. #NFL #NFLPlusGO
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*POWELL: WE UNDERSTAND BETTER HOW LITTLE WE UNDERSTAND INFLATION
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ZELENSKIY SAYS IN ADDRESS TO U.S. CONGRESS WE NEED YOU RIGHT NOW, "REMEMBER PEARL HARBOR"
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𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝗶𝗻𝗴 𝘁𝗵𝗲 𝗔𝘇𝘁𝗲𝗰 𝘂𝗻𝗶𝗳𝗼𝗿𝗺 𝗰𝗼𝗻𝗰𝗲𝗽𝘁:
A tribute to early ancestors of The Valley, our Mexican and Mexican-American fans, and the warrior spirit we bring to battle everyday.
Drop your thoughts below 📥
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Hey @amazon I’ve proudly owned your #FireTVStick4K since July of 2019 and it decides to go out the day of the #NBAPlayoffs . I did all the troubleshooting and nothings worked! What gives man?!
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