Shay Boloor(@StockSavvyShay):THE LATEST EPISODE OF THE DEEP END JUST DROPPED I think the market is significantly underestimating $MELI Mercado Pago because its ~88M monthly users and $16B+ credit book are backed by commerce data that lets it understand customers before ever lending them money. You can already see that advantage with customers using both businesses holding ~2x the assets while advertising growing over 60% helps fund the ecosystem. In this episode we break down why Mercado Pago could eventually be worth more than MercadoLibre’s marketplace itself.

2026.10.12 12:49

THE LATEST EPISODE OF THE DEEP END JUST DROPPED I think the market is significantly underestimating $MELI Mercado Pago because its ~88M monthly users and $16B+ credit book are backed by commerce data that lets it understand customers before ever lending them money. You can already see that advantage with customers using both businesses holding ~2x the assets while advertising growing over 60% helps fund the ecosystem. In this episode we break down why Mercado Pago could eventually be worth more than MercadoLibre’s marketplace itself.