Dead Simple Research
Open
MELI
MercadoLibre
GOLD
92 Dead Simple Score
Latin America's dominant e-commerce and payments ecosystem serving 650 million people
Base DCF Case
$1,941.50 Current: $1,863.46
MELI MercadoLibre
GOLD
Why I Own It
MELI has built irreplaceable financial infrastructure with genuine network effects across underpenetrated markets. Trading at only 7x free cash flow despite $11.8B annual generation, it's capturing a multi-decade digital transformation while the market prices in modest expectations.
Dead Simple Scorecard Research Date · Jun 10, 2026
Market 97/100
Decades of LatAm digital runway
Team / Execution 91/100
Proven ecosystem builder
Traction 93/100
$11.8B FCF at scale
Moat 92/100
Network effects + scale economies
Valuation 89/100
7x FCF for a leader
Risk 83/100
Brazil + currency concentration
Portfolio Fit 93/100
Core long-term EM growth
Dead Simple Score Overall conviction call — categories above are component detail, not a sum.
92 GOLD
Dead Simple DCF Open
Bear$1,673
Base$1,941.50
Bull$2,592
ResearchedJun 10, 2026
Current Return+15.6%
S&P Return-1.2%
Alpha+16.8%
Dead Simple Research MELI · Open
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