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$MELI · MercadoLibre

My position since Aug 2019 · 8 buys · still held · E-commerce

What the pick did

2.7×

The stock in pounds, while I held it; 3.0× in dollars

S&P 500, same time2.6×

What my money did

1.5×

Pounds back (sold, still held and dividends) for every pound in, after costs

Still held · all of the money in1.5×

S&P 500, same buys and sells1.8×

Every decision

12 March 2026Bought
Investment in Argentina is a good thing and builds for future growth. JP Morgan downgrade is noise rather than signal
23 December 2025Bought
Accumulate into strength and reasonable valuation
27 October 2025Bought
Accumulate into strength and reasonable valuation
25 September 2024Bought
No note
30 April 2024Bought
Excellent company at fair valuation. Last Q impacted by one-off costs and shrinking margins, expect that to reverse in results this week
10 July 2023Bought
No note
8 July 2020Bought
Happy with the business. Keen to diversify portfolio out of North American tech a little more so adding to make this a 4% position
14 August 2019Bought
Fool rec, offset US dominated portfolio, the Shopify of LAM

On the podcast and in writing

In percentages and multiples, as one portfolio. Past performance is not a guide to future returns. Nothing here is financial advice, and I may buy or sell at any time.