Here’s Generation Investment Management’s Views on MercadoLibre (MELI)

3 days ago 4

Soumya Eswaran

Tue, March 31, 2026 astatine 8:29 AM CDT 3 min read

Generation Investment Management, an concern absorption firm, released its “Global Equity Strategy” 4th fourth 2025 capitalist letter. A transcript of the missive is disposable to download here. In 2025, uncertainty and distortion shaped the market. The missive highlights the request for patient, quality-focused investing. The steadfast believes its portfolio is well-positioned for aboriginal success, arsenic existent trends driving underperformance volition yet pb to amended results. The probe indicates that sectors successful AI volition supply semipermanent value, particularly arsenic planetary computing demands increase—potentially tripling if a 3rd of net users prosecute with AI via dependable for 20 minutes daily. Currently, the marketplace penalizes beardown companies that don’t play the ‘beat and raise’ game. As of December 31, 2025, the Global Equity strategy has full assets nether absorption of USD 21.0 billion. In addition, you tin cheque the portfolio’s apical 5 holdings to find retired its champion picks for 2025.

In its fourth-quarter 2025 capitalist letter, Generation Investment Global Equity Strategy highlighted stocks similar MercadoLibre, Inc. (NASDAQ:MELI). MercadoLibre, Inc. (NASDAQ:MELI) is simply a starring online commerce level successful Latin America that operates Mercado Libre Marketplace and Mercado Pago FinTech platforms. On March 30, 2026, MercadoLibre, Inc. (NASDAQ:MELI) banal closed astatine $1,619.20 per share. One-month instrumentality of MercadoLibre, Inc. (NASDAQ:MELI) was -5.53%, and its shares mislaid 15.45% implicit the past 52 weeks. MercadoLibre, Inc. (NASDAQ:MELI) has a marketplace capitalization of $82.09 billion.

Generation Investment Global Equity Strategy stated the pursuing regarding MercadoLibre, Inc. (NASDAQ:MELI) successful its 4th fourth 2025 capitalist letter:

"Our concern successful MercadoLibre (Meli) began much than a decennary agone erstwhile we thought it could go the halfway integer infrastructure for Latin America. We judge it is an outstanding concern with heavy moats. And it is tally by a beardown absorption squad with a wide consciousness of purpose.

MercadoLibre was founded successful 1999 by Marcos Galperin, who has led it for a 4th of a century. Under him it became Latin America’s astir invaluable listed company, with a marketplace headdress northbound of USD 100 billion. Galperin stepped down arsenic CEO astatine the extremity of 2025, staying connected arsenic enforcement chairman. The caller CEO Ariel Szarfsztejn joined successful 2017.

MercadoLibre is simply a Latin American e‑commerce platform, operating successful 18 countries with peculiarly beardown positions successful Brazil, Argentina and Mexico. Typically, autarkic merchants database connected the platform, and Meli takes a commission. In 2024 Mercado Envios, its logistics solution, handled 1.8 cardinal shipments, astir doubling its 2020 figures…” (Click present to work the afloat text)

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