MercadoLibre Investment Thesis: why MELI remains an unstoppable force in LatAm...
What do you think about their fintech business?
There are over 50M active users. I believe Mercado Pago is an essential part of MercadoLibre’s ecosystem, with plenty of growth avenues ahead.
The level of synergy is massive - higher retention, stronger sales conversion, plus additional revenue streams from credit and payments.
If it were a standalone business, it would definitely be on my watchlist.
What do you think about their fintech business?
There are over 50M active users. I believe Mercado Pago is an essential part of MercadoLibre’s ecosystem, with plenty of growth avenues ahead.
The level of synergy is massive - higher retention, stronger sales conversion, plus additional revenue streams from credit and payments.
If it were a standalone business, it would definitely be on my watchlist.