MercadoLibre: Perfect Time For CEO Transition

  • MercadoLibre remains Latin America's dominant e-commerce and fintech leader, with robust growth across all business lines and a strong, diversified business model. Founder Marcos Galperin's transition to Executive Chairman is well-timed, with incoming CEO Ariel Szarfsztejn deeply experienced and poised to maintain momentum. Despite trading at 37x next year's earnings, MELI's 30%+ EPS growth and wide moat justify the valuation and provide a path to meaningful upside.