$MELI MercadoLibre Tape Reports
Per Ticker.id: $MELI MercadoLibre Tape Reports — 23 podcast mentions across 3 podcasts (30 days), latest 2026-08-16 00:00 UTC.
Yeah. For me, Uber, Google, and Adobe are all very, very significant positions in my portfolio. I believe you're pretty heavily invested in MercadoLibre, Amazon, but also Reddit and some of other names too.
Shawn O'Malley — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP838: Google, Reddit, Amazon – Are Our Biggest Winners Still a Buy? w/ Daniel Mahncke & Shawn O’Malley · 2026-08-16It feels like Amazon is one of the few players in the market that is connected to the AI race, but also not really likely to be hurt by it. They sort of benefit from an asymmetry there. If AI is as successful as hoped, Amazon will certainly benefit from it massively through Amazon Web Services, its chip business, just internal use, making the, the company more efficient. And then also maybe AI agents drive even more e-commerce sales. ECommerce is only like 20% of all retail spending in the US. A lot of people still go to brick-and-mortar stores, and AI could be a tailwind for driving more online shopping. And if AI can't generate the returns investors hope for, for Amazon, they just cut back on this CapEx and you still own the same high-quality business as before with cash flows being invested probably elsewhere or maybe return to shareholders. So I also remember an episode you did with Clay a while ago, and it was actually his last episode here on the podcast. You two talked about MercadoLibre and Amazon, and especially the opportunity that comes from automation. So e-commerce has gotten a reputation for being a tough business, which is probably fair given that it's nothing but retail at its core, The reason players like Amazon and Meli though are so successful is that they've been building high-margin businesses around their e-commerce operations and the consumer subscriptions that are connected to it. So think Amazon Prime. So some of the other layers that they've moved into are obviously cloud computing, payments, banking, advertising, video streaming, and then also of course my favorite, Whole Foods. But your argument is that automation could make the core business much more profitable. Is that how you think about it?
Shawn O'Malley — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP838: Google, Reddit, Amazon – Are Our Biggest Winners Still a Buy? w/ Daniel Mahncke & Shawn O’Malley · 2026-08-16I don't care for Coupang one bit. Not here, not now. I'd rather buy MercadoLibre, but first Of course, I'd like to buy Amazon, which I mentioned is one of the top 5 stocks this morning that I would buy at our club meeting. Don't forget to catch me at our annual club meeting, and I think you'll have a great time. Tickets are whatever.
Jim Cramer — Mad Money w/ Jim Cramer · Mad Money w/ Jim Cramer 8/13/26 · 2026-08-13And you see that whenever we look at how many companies have copied the PayPal model. MercadoLibre's payment arm, for example, is commonly called the PayPal of South America for a reason.
Shawn O'Malley — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP837: Adobe, Lululemon, PayPal – Are our Biggest Losers a Buy Now? w/ Daniel Mahncke & Shawn O’Malley · 2026-08-13