1 month ago
MercadoLibre, Inc. (NASDAQ:MELI) priced $1 billion of senior unsecured notes on September 9, 2026, with settlement scheduled for September 14 and maturity on September 14, 2036. As of September 10, the transaction had not settled.
The notes carry a 5.85% coupon, with proceeds intended for general corporate purposes. Once settled, they would require $58.5 million in annual coupon payments on the full principal outstanding, alongside repayment of $1 billion at maturity.
Management retains discretion over deployment. Logistics, payments, credit and commerce represent potential uses within the business, rather than disclosed allocations of this particular offering.
Ten-year funding can better match investments whose benefits emerge over several years. Logistics facilities need time to attract shipment volume, while financial-services products require investment in technology, customer acquisition and risk management before reaching scale.
For MercadoLibre, Inc. (NASDAQ:MELI), that longer horizon could reduce dependence on repeated short-term refinancing. A fixed coupon also makes contractual dollar interest payments more predictable if market borrowing rates rise.
#payments
The notes carry a 5.85% coupon, with proceeds intended for general corporate purposes. Once settled, they would require $58.5 million in annual coupon payments on the full principal outstanding, alongside repayment of $1 billion at maturity.
Management retains discretion over deployment. Logistics, payments, credit and commerce represent potential uses within the business, rather than disclosed allocations of this particular offering.
Ten-year funding can better match investments whose benefits emerge over several years. Logistics facilities need time to attract shipment volume, while financial-services products require investment in technology, customer acquisition and risk management before reaching scale.
For MercadoLibre, Inc. (NASDAQ:MELI), that longer horizon could reduce dependence on repeated short-term refinancing. A fixed coupon also makes contractual dollar interest payments more predictable if market borrowing rates rise.
#payments
2 months ago
The Dallas Cowboys will have another running back on the active roster to go along with Javonte Williams, Emari Demercado, and Hunter Luepke. They have signed Israel Abanikanda from the practice squad as a counter move to Malik Davis going on injured reserve with a hip injury. Sources indicate it could be season-ending.
Cowboys placed RB Malik Davis on injured reserve and signed RB Israel Abanikanda to their active roster from their practice squad.
Abanikanda first came to the Cowboys last November after spending time with the New York Jets, San Francisco 49ers, and the Green Bay Packers. In January, he signed to a reserve/future contract before getting waived in August during final roster cuts. However, he was signed to the practice squad the next day.
This gives the Cowboys another option at running back that is fully up to speed on the offense and should be able to contribute if asked. He hasn't had much production with just 70 rushing yards and 43 receiving yards, but team will not ask much of him right away as Demercado should pick up much of the work.
#abanikanda #squad
Cowboys placed RB Malik Davis on injured reserve and signed RB Israel Abanikanda to their active roster from their practice squad.
Abanikanda first came to the Cowboys last November after spending time with the New York Jets, San Francisco 49ers, and the Green Bay Packers. In January, he signed to a reserve/future contract before getting waived in August during final roster cuts. However, he was signed to the practice squad the next day.
This gives the Cowboys another option at running back that is fully up to speed on the offense and should be able to contribute if asked. He hasn't had much production with just 70 rushing yards and 43 receiving yards, but team will not ask much of him right away as Demercado should pick up much of the work.
#abanikanda #squad
2 months ago
San Diego native Maddie Mercado scored the game-winning goal in the 29th minute as Seattle Reign FC defeated San Diego Wave FC 1-0 at Lumen Field on Sunday evening. The 25-year-old forward has now scored in both matches against her hometown team this season.
Mercado has continued her breakout season for Seattle, leading the team with eight goals. Claudia ****** ey had a standout performance between the posts, logging six saves and securing a clean sheet before leaving the match late due to an injury. Reign backup goalkeeper Cassie Miller replaced ****** ey late in the match.
Since returning from the summer break, Seattle remains unbeaten at home and has entered the playoff picture with this result. They handed San Diego its first loss since early August, snapping its two-game win streak. Wave FC is now tied for third place in the standings alongside the NC Courage and Utah Royals, with 39 points.
San Diego played with 10 players for most of the match after rookie defender Mimi Van Zanten made a questionable challenge during a Seattle transition play. Van Zanten and Kennedy Wesley were the last line of defense, and Van Zanten tripped Maddie Dahlien far away from the net.
After further review, the referee deemed the play a denial of an obvious goal-scoring opportunity and gave her a red card in the 13th minute. Wave head coach Jonas Eidevall looked to his bench for defensive help, subbing on Brooklyn Courtnall for skilled forward Melanie Barcenas.
#mercado
Mercado has continued her breakout season for Seattle, leading the team with eight goals. Claudia ****** ey had a standout performance between the posts, logging six saves and securing a clean sheet before leaving the match late due to an injury. Reign backup goalkeeper Cassie Miller replaced ****** ey late in the match.
Since returning from the summer break, Seattle remains unbeaten at home and has entered the playoff picture with this result. They handed San Diego its first loss since early August, snapping its two-game win streak. Wave FC is now tied for third place in the standings alongside the NC Courage and Utah Royals, with 39 points.
San Diego played with 10 players for most of the match after rookie defender Mimi Van Zanten made a questionable challenge during a Seattle transition play. Van Zanten and Kennedy Wesley were the last line of defense, and Van Zanten tripped Maddie Dahlien far away from the net.
After further review, the referee deemed the play a denial of an obvious goal-scoring opportunity and gave her a red card in the 13th minute. Wave head coach Jonas Eidevall looked to his bench for defensive help, subbing on Brooklyn Courtnall for skilled forward Melanie Barcenas.
#mercado
2 months ago
Former Tennessee quarterback Joe Milton is back with the Dallas Cowboys after clearing waivers and signed to to the practice squad on Sept. 2.
Milton was waived on Aug. 31 so the Cowboys could include running back Emari Demercado to the active roster.
Milton served as the backup behind Dak Prescott last season.
Milton completed 29 of 43 passes for 378 yards, three touchdowns and no interceptions during the 2026 preseason.
He has never made an NFL start in two seasons with the Cowboys and New England Patriots, but he has completed 69.8% of his passes for 424 yards, two touchdowns and two interceptions while adding 66 yards and a touchdown on 15 carries in five games.
#cowboys #back #touchdowns #tennessee
Milton was waived on Aug. 31 so the Cowboys could include running back Emari Demercado to the active roster.
Milton served as the backup behind Dak Prescott last season.
Milton completed 29 of 43 passes for 378 yards, three touchdowns and no interceptions during the 2026 preseason.
He has never made an NFL start in two seasons with the Cowboys and New England Patriots, but he has completed 69.8% of his passes for 424 yards, two touchdowns and two interceptions while adding 66 yards and a touchdown on 15 carries in five games.
#cowboys #back #touchdowns #tennessee
2 months ago
A fan favorite (as most backup QBs are), with the Dallas Cowboys, will be back in the building this season after being waived by the team earlier this week.
Quarterback Joe Milton was waived by the team when they decided to claim running back Emari Demercado and named Sam Howell as the backup to Dak Prescott. Since then, Dallas decided to bring Milton back and sign him to the practice squad. This means Cowboys fans can breathe a sigh of relief knowing that he wasn't lost. According to reports, Milton may have requested the release to test the waters of teams needing a QB2.
Adam Schefter broke the news yesterday afternoon on (X).
Cowboys are re-signing QB Joe Milton to their practice squad.
While testing the waters of free agency, Milton drew interest from other teams but ultimately wanted to return to the Cowboys.
#practice
Quarterback Joe Milton was waived by the team when they decided to claim running back Emari Demercado and named Sam Howell as the backup to Dak Prescott. Since then, Dallas decided to bring Milton back and sign him to the practice squad. This means Cowboys fans can breathe a sigh of relief knowing that he wasn't lost. According to reports, Milton may have requested the release to test the waters of teams needing a QB2.
Adam Schefter broke the news yesterday afternoon on (X).
Cowboys are re-signing QB Joe Milton to their practice squad.
While testing the waters of free agency, Milton drew interest from other teams but ultimately wanted to return to the Cowboys.
#practice
2 months ago
The Dallas Cowboys have added another piece to their running back room, claiming Emari Demercado off waivers after the Kansas City Chiefs released him as part of their final roster cuts.
Demercado, 27, enters Dallas with three seasons of NFL experience after latching on with the Cardinals as an undrafted free agent back in 2023. The offensive line coach during his first two seasons in the desert was Klayton Adams — Dallas' current offensive coordinator.
The California native is also familiar with the area as he played his college ball at TCU after beginning his career at Saddleback College in Mission Viejo.
Arizona chose not to tender him this past offseason which allowed him to sign a one-year deal with the Chiefs.
For his career, Demercado has rushed 126 times for 819 yards averaging an impressive 6.5 yards per carry. He also contributed 50 receptions for 324 yards, showing that he can be used as a receiving option when needed.
#seasons #Career #cowboys
Demercado, 27, enters Dallas with three seasons of NFL experience after latching on with the Cardinals as an undrafted free agent back in 2023. The offensive line coach during his first two seasons in the desert was Klayton Adams — Dallas' current offensive coordinator.
The California native is also familiar with the area as he played his college ball at TCU after beginning his career at Saddleback College in Mission Viejo.
Arizona chose not to tender him this past offseason which allowed him to sign a one-year deal with the Chiefs.
For his career, Demercado has rushed 126 times for 819 yards averaging an impressive 6.5 yards per carry. He also contributed 50 receptions for 324 yards, showing that he can be used as a receiving option when needed.
#seasons #Career #cowboys
2 months ago
The Dallas Cowboys added to their running back room on Monday.
They claimed running back Emari Demercado off waivers from the Kansas City Chiefs after he didn't make their 53-man roster. The Cowboys were in need of a running back after cutting Jaydon Blue and Phil Mafah on Sunday.
MORE: Early NFL mock draft suggests impressive QB run with top picks
Demercado now joins a Cowboys' running back room that consists of Javonte Williams and Malik Davis.
Demercado spent the 2023-25 seasons with the Arizona Cardinals before landing with the Chiefs and now the Cowboys. His best season came in 2025, finishing with 44 carries for 312 yards. Overall, he has racked up 126 carries for 819 yards and three touchdowns.
#room #carries #dallas
They claimed running back Emari Demercado off waivers from the Kansas City Chiefs after he didn't make their 53-man roster. The Cowboys were in need of a running back after cutting Jaydon Blue and Phil Mafah on Sunday.
MORE: Early NFL mock draft suggests impressive QB run with top picks
Demercado now joins a Cowboys' running back room that consists of Javonte Williams and Malik Davis.
Demercado spent the 2023-25 seasons with the Arizona Cardinals before landing with the Chiefs and now the Cowboys. His best season came in 2025, finishing with 44 carries for 312 yards. Overall, he has racked up 126 carries for 819 yards and three touchdowns.
#room #carries #dallas
2 months ago
SEATTLE - An early second-half goal proved to be the night's only offense as the Houston Dash fell 1-0 to the Seattle Reign on Sunday night at Lumen Field.
Maddie Dahlien scored on an **** ist from Maddie Mercado in the 52nd minute, giving Seattle (8-4-8, 28 points) all it would need to hand Houston (7-5-9, 26) consecutive losses on the West Coast. The Dash lost to Bay FC on a late goal last weekend in San Jose, Calif.
The Dash had just one shot on goal to the Reign's five, and Seattle enjoyed 57% possession to largely control the match.
The Dash next play the Orlando Pride at 6 p.m. Sunday in Florida. Houston's next home game is Saturday, Sept. 12, when the Utah Royals visit Shell Energy Stadium for a 7:45 p.m. kickoff.
There's more to Houston with the Chronicle. Subscribe today for just 25¢.
#Seattle #houston #next
Maddie Dahlien scored on an **** ist from Maddie Mercado in the 52nd minute, giving Seattle (8-4-8, 28 points) all it would need to hand Houston (7-5-9, 26) consecutive losses on the West Coast. The Dash lost to Bay FC on a late goal last weekend in San Jose, Calif.
The Dash had just one shot on goal to the Reign's five, and Seattle enjoyed 57% possession to largely control the match.
The Dash next play the Orlando Pride at 6 p.m. Sunday in Florida. Houston's next home game is Saturday, Sept. 12, when the Utah Royals visit Shell Energy Stadium for a 7:45 p.m. kickoff.
There's more to Houston with the Chronicle. Subscribe today for just 25¢.
#Seattle #houston #next
2 months ago
A former Nebraska running back continues to impress during his first NFL preseason. Emmett Johnson had seven carries for 39 yards in the Kansas City Chiefs' 9-9 tie with the Seattle Seahawks.
The rookie started the game and split first-team reps with Emari Demercado. After three drives, Johnson left the game and did not return.
Johnson was selected by the Chiefs in the fifth round with the 161st pick. The Minneapolis native was the first Husker running back selected in the NFL draft since the Detroit Lions selected Ameer Abdullah in the second round of the 2015 draft with the 54th pick.
The running back was named the Big Ten Running Back of the Year for his performance last season. In 12 games last season, he had 1,451 rushing yards and 12 touchdowns. He also had 46 catches for 370 yards, bringing his all-purpose yards total to 1,821 yards, second in the nation for running backs.
Johnson appeared in 41 games in his Nebraska career and recorded 2,460 yards on 458 carries. He joined a Chiefs team that ranked near the bottom of the NFL in rushing last season.
#running #selected #last
The rookie started the game and split first-team reps with Emari Demercado. After three drives, Johnson left the game and did not return.
Johnson was selected by the Chiefs in the fifth round with the 161st pick. The Minneapolis native was the first Husker running back selected in the NFL draft since the Detroit Lions selected Ameer Abdullah in the second round of the 2015 draft with the 54th pick.
The running back was named the Big Ten Running Back of the Year for his performance last season. In 12 games last season, he had 1,451 rushing yards and 12 touchdowns. He also had 46 catches for 370 yards, bringing his all-purpose yards total to 1,821 yards, second in the nation for running backs.
Johnson appeared in 41 games in his Nebraska career and recorded 2,460 yards on 458 carries. He joined a Chiefs team that ranked near the bottom of the NFL in rushing last season.
#running #selected #last
2 months ago
Hayden Capital, an investment management firm, released its second-quarter 2026 investment letter. The letter can be downloaded here. In the second quarter, the portfolio gained 6.9%, compared to the S&P 500's 15.2%. Overall, approximately 34% of the portfolio is in Asia, 43% in North America, and the rest spread across other regions. Hayden Capital remains guided by a strategy focused on high-quality franchises with stable earnings power, continuing to invest despite this year's challenging results. Their largest investments are experiencing over 40% revenue growth yet are trading at similar valuations to the broader market, indicating potential for future outperformance. The recent market corrections in AI investments have prompted a healthier perspective among investors, emphasizing the importance of strong business fundamentals. Companies are leaning towards partnerships with AI firms rather than outright replacements, ensuring better access to data and operational efficiency. Six months into the "SaaS-pocalypse," software incumbents remain resilient despite initial fears of disruption. While AI is indeed transformative, the anticipated rapid changes in markets have not materialized as quickly as expected. Also, check the fund's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Hayden Capital highlighted MercadoLibre, Inc. (NASDAQ:MELI). MercadoLibre, Inc. (NASDAQ:MELI) operates online commerce platforms in Brazil, Mexico, Argentina, and internationally. On August 27, 2026, MercadoLibre, Inc. (NASDAQ:MELI) closed at $1,930.75 per share. Over the past month, MercadoLibre, Inc. (NASDAQ:MELI) returned 2.81%, while its shares have declined 21.92% in the last 52 weeks. MercadoLibre, Inc. (NASDAQ:MELI) has a market capitalization of $97.88 billion, and its stock has traded within a 52-week range of $1,495.00 to $2,548.50.
Hayden Capital stated the following regarding MercadoLibre, Inc. (NASDAQ:MELI) in its Q2 2026 investor letter:
"Another situation I'm following closely is MercadoLibre, Inc.'s (NASDAQ:MELI) reinvestment program in Latin America. The company has been building out same and next-day shipping, and offering free shipping on low-ticket items (those under R$19 in Brazil).
By my calculations, Mercado Libre has spent ~$2.2BN in ***** ulative reinvestment spend since mid-last year. The initiative is still early, but we're starting to see signs of it paying off. New buyers grew ~+18M over the last twelve months (+26% y/y), against a pre-investment run-rate of ~15% y/y.
#mercadolibre #second
In its second-quarter 2026 investor letter, Hayden Capital highlighted MercadoLibre, Inc. (NASDAQ:MELI). MercadoLibre, Inc. (NASDAQ:MELI) operates online commerce platforms in Brazil, Mexico, Argentina, and internationally. On August 27, 2026, MercadoLibre, Inc. (NASDAQ:MELI) closed at $1,930.75 per share. Over the past month, MercadoLibre, Inc. (NASDAQ:MELI) returned 2.81%, while its shares have declined 21.92% in the last 52 weeks. MercadoLibre, Inc. (NASDAQ:MELI) has a market capitalization of $97.88 billion, and its stock has traded within a 52-week range of $1,495.00 to $2,548.50.
Hayden Capital stated the following regarding MercadoLibre, Inc. (NASDAQ:MELI) in its Q2 2026 investor letter:
"Another situation I'm following closely is MercadoLibre, Inc.'s (NASDAQ:MELI) reinvestment program in Latin America. The company has been building out same and next-day shipping, and offering free shipping on low-ticket items (those under R$19 in Brazil).
By my calculations, Mercado Libre has spent ~$2.2BN in ***** ulative reinvestment spend since mid-last year. The initiative is still early, but we're starting to see signs of it paying off. New buyers grew ~+18M over the last twelve months (+26% y/y), against a pre-investment run-rate of ~15% y/y.
#mercadolibre #second
2 months ago
It was — as expected — a HEATED Gre-Nal on Thursday night (27).
But with few real scoring chances in front of 43,970 fans at Beira-Rio.
And the score could hardly have been any different: 0-0 in the first leg of the Copa do Brasil quarter-finals.
Carlos Vinicius was one of the main protagonists. The Grêmio striker was already locked in a fierce battle with Mercado.
He had Grêmio's best chance of the opening half, but the Argentine defender reacted quickly to block it.
#heated #brasil #expected
But with few real scoring chances in front of 43,970 fans at Beira-Rio.
And the score could hardly have been any different: 0-0 in the first leg of the Copa do Brasil quarter-finals.
Carlos Vinicius was one of the main protagonists. The Grêmio striker was already locked in a fierce battle with Mercado.
He had Grêmio's best chance of the opening half, but the Argentine defender reacted quickly to block it.
#heated #brasil #expected
2 months ago
Rolly Romero vs. Teofimo Lopez will collide later TONIGHT (Sat., Aug. 22, 2026) for Rolly's WBA Welterweight ******* le inside T-Mobile Arena in Las Vegas, Nevada, streaming live on DAZN PPV. The fight will be Romero's first chance to defend the strap he won last year by defeating Ryan Garcia. For Lopez, this is his chance to get back on track after coughing up his WBO and The Ring Light Welterweight ******* les to Shakur Stevenson in his last outing.
Many readers check in before, during and after the fights to share their thoughts on all of the action, as the main card kicks off at 8 p.m. ET on DAZN PPV. Feel free to leave a comment (or several) about the bouts and chat with all the other Maniacs during the show — it's always a lot of fun!
In the co-main event of the evening, Victor Santillan (16-2) will defend his interim Super Bantamweight ******* le against Gary Antonio Russell, while Carlos Utria (14-0) will face off against Israel Mercado (13-1-2) in a 140-pound affair.
147 lbs.: Rolly Romero vs. Teofimo Lopez
160 lbs.: Yoenli Hernandez vs. Francisco Veron
122 lbs.: Victor Santillan vs. Gary Antonio Russell – Gary Antonio Russell via unanimous decision
140 lbs.: Carlos Utria vs. Israel Mercado – Ultria via unanimous decision
160 lbs.: Marco Romero vs. Kahlil Mitchell – Romero via first-round TKO
154 lbs.: Joseph Brown vs. Alton Wiggins – Brown via unanimous decision
140 lbs.: Also Blancas vs. Ricky Mamone Blancas via unanimous decision
147 lbs.: Benjamin Johnson vs. Jose Rodriguez Johnson via unanimous decision
Coming soon …
#lopez #gary #rolly
Many readers check in before, during and after the fights to share their thoughts on all of the action, as the main card kicks off at 8 p.m. ET on DAZN PPV. Feel free to leave a comment (or several) about the bouts and chat with all the other Maniacs during the show — it's always a lot of fun!
In the co-main event of the evening, Victor Santillan (16-2) will defend his interim Super Bantamweight ******* le against Gary Antonio Russell, while Carlos Utria (14-0) will face off against Israel Mercado (13-1-2) in a 140-pound affair.
147 lbs.: Rolly Romero vs. Teofimo Lopez
160 lbs.: Yoenli Hernandez vs. Francisco Veron
122 lbs.: Victor Santillan vs. Gary Antonio Russell – Gary Antonio Russell via unanimous decision
140 lbs.: Carlos Utria vs. Israel Mercado – Ultria via unanimous decision
160 lbs.: Marco Romero vs. Kahlil Mitchell – Romero via first-round TKO
154 lbs.: Joseph Brown vs. Alton Wiggins – Brown via unanimous decision
140 lbs.: Also Blancas vs. Ricky Mamone Blancas via unanimous decision
147 lbs.: Benjamin Johnson vs. Jose Rodriguez Johnson via unanimous decision
Coming soon …
#lopez #gary #rolly
2 months ago
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment **** umptions. Eagle remains a strong believer in AI but prefers constructing a portfolio that can perform across multiple outcomes rather than relying on one forecast. The firm believes current earnings can overstate underlying economics because semiconductor equipment is depreciated over several years, while free cash flow growth remains much weaker. It also expects competition and additional capacity across AI labs, hyperscalers, and semiconductors to eventually create winners and losers. These dynamics are encouraging Eagle to recycle capital toward attractive opportunities outside the most crowded AI trades while maintaining selective exposure to high quality beneficiaries. The portfolio trades at a 20% market discount with faster expected EPS growth. Please review the Strategy's top five holdings for key selections.
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted MercadoLibre, Inc. (NASDAQ:MELI). MercadoLibre, Inc. (NASDAQ:MELI) operates online commerce platforms in Brazil, Mexico, Argentina, and internationally. On August 18, 2026, MercadoLibre, Inc. (NASDAQ:MELI) closed at $1,779.14 per share. One-month return of MercadoLibre, Inc. (NASDAQ:MELI) was -1.12% and its shares lost 23.84% over the past 52 weeks. MercadoLibre, Inc. (NASDAQ:MELI) has a market capitalization of $90.62 billion.
Eagle Capital Management stated the following regarding MercadoLibre, Inc. (NASDAQ:MELI) in its Q2 2026 investor letter:
"Operating massive consumer platforms that aggregate demand for sellers and advertisers, these companies have scale advantages, fast growth, and the ability to deploy Al to further press their leads.
Almost half of our capital is in MercadoLibre, Inc. (NASDAQ:MELI), the leading Latin American e-commerce and fintech company. Latin America's relatively low e-commerce penetration-we estimate it at the mid-teens compared with nearly 30% in the U.S .- offers a long runway for growth. In recent quarters, revenue grew more than 40%. We think the market is too focused on near-term earnings revisions and may be conflating elective investments with structural weakness. Much like Amazon in its early days, MercadoLibre is trading lower margins today for a larger business tomorrow; we're thrilled with this approach, which both builds value and has enabled Eagle to establish an attractively priced position.
#eagle #NASDAQ #Growth #investor
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted MercadoLibre, Inc. (NASDAQ:MELI). MercadoLibre, Inc. (NASDAQ:MELI) operates online commerce platforms in Brazil, Mexico, Argentina, and internationally. On August 18, 2026, MercadoLibre, Inc. (NASDAQ:MELI) closed at $1,779.14 per share. One-month return of MercadoLibre, Inc. (NASDAQ:MELI) was -1.12% and its shares lost 23.84% over the past 52 weeks. MercadoLibre, Inc. (NASDAQ:MELI) has a market capitalization of $90.62 billion.
Eagle Capital Management stated the following regarding MercadoLibre, Inc. (NASDAQ:MELI) in its Q2 2026 investor letter:
"Operating massive consumer platforms that aggregate demand for sellers and advertisers, these companies have scale advantages, fast growth, and the ability to deploy Al to further press their leads.
Almost half of our capital is in MercadoLibre, Inc. (NASDAQ:MELI), the leading Latin American e-commerce and fintech company. Latin America's relatively low e-commerce penetration-we estimate it at the mid-teens compared with nearly 30% in the U.S .- offers a long runway for growth. In recent quarters, revenue grew more than 40%. We think the market is too focused on near-term earnings revisions and may be conflating elective investments with structural weakness. Much like Amazon in its early days, MercadoLibre is trading lower margins today for a larger business tomorrow; we're thrilled with this approach, which both builds value and has enabled Eagle to establish an attractively priced position.
#eagle #NASDAQ #Growth #investor
2 months ago
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment ****** umptions. Eagle remains a strong believer in AI but prefers constructing a portfolio that can perform across multiple outcomes rather than relying on one forecast. The firm believes current earnings can overstate underlying economics because semiconductor equipment is depreciated over several years, while free cash flow growth remains much weaker. It also expects competition and additional capacity across AI labs, hyperscalers, and semiconductors to eventually create winners and losers. These dynamics are encouraging Eagle to recycle capital toward attractive opportunities outside the most crowded AI trades while maintaining selective exposure to high quality beneficiaries. The portfolio trades at a 20% market discount with faster expected EPS growth. Please review the Strategy's top five holdings for key selections.
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted Amazon.com, Inc. (NASDAQ:AMZN). Amazon.com, Inc. (NASDAQ:AMZN) is a multinational technology and retail company known for its leading online marketplace and cloud platform. On August 18, 2026, Amazon.com, Inc. (NASDAQ:AMZN) closed at $259.45 per share, reflecting a market capitalization of $2.8 trillion. Amazon.com, Inc. (NASDAQ:AMZN) posted a one‑month return of 5.96%, while its shares gained 15.92% over the past 52 weeks.
Eagle Capital Management stated the following regarding Amazon.com, Inc. (NASDAQ:AMZN) in its Q2 2026 investor letter:
"Amazon Web Services ("AWS"), Microsoft Azure, and Google Cloud Platform ("GCP") are highly profitable businesses with strong growth, margins, and returns on capital. We own positions in each. These businesses are growing faster and will be even bigger than we previously thought. However, there is little question that the industry structure they inhabit is worse than it was a few years ago.
Operating massive consumer platforms that aggregate demand for sellers and advertisers, Amazon.com, Inc. (NASDAQ:AMZN) has scale advantages, fast growth, and the ability to deploy AI to further press their leads. Amazon's retail business, Google Search and YouTube, and Meta are comparatively more mature, but they continue to grow at well above GDP rates with attractive margins. We believe AI is demonstrably helping Google Search and Meta's advertising business, both of which have accelerated as ad targeting and content capabilities have improved. Amazon and MercadoLibre should also benefit more than brick and mortar peers, which are unlikely to capture the same benefits from advertising, improvements in consumer search, or gains in wareh
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted Amazon.com, Inc. (NASDAQ:AMZN). Amazon.com, Inc. (NASDAQ:AMZN) is a multinational technology and retail company known for its leading online marketplace and cloud platform. On August 18, 2026, Amazon.com, Inc. (NASDAQ:AMZN) closed at $259.45 per share, reflecting a market capitalization of $2.8 trillion. Amazon.com, Inc. (NASDAQ:AMZN) posted a one‑month return of 5.96%, while its shares gained 15.92% over the past 52 weeks.
Eagle Capital Management stated the following regarding Amazon.com, Inc. (NASDAQ:AMZN) in its Q2 2026 investor letter:
"Amazon Web Services ("AWS"), Microsoft Azure, and Google Cloud Platform ("GCP") are highly profitable businesses with strong growth, margins, and returns on capital. We own positions in each. These businesses are growing faster and will be even bigger than we previously thought. However, there is little question that the industry structure they inhabit is worse than it was a few years ago.
Operating massive consumer platforms that aggregate demand for sellers and advertisers, Amazon.com, Inc. (NASDAQ:AMZN) has scale advantages, fast growth, and the ability to deploy AI to further press their leads. Amazon's retail business, Google Search and YouTube, and Meta are comparatively more mature, but they continue to grow at well above GDP rates with attractive margins. We believe AI is demonstrably helping Google Search and Meta's advertising business, both of which have accelerated as ad targeting and content capabilities have improved. Amazon and MercadoLibre should also benefit more than brick and mortar peers, which are unlikely to capture the same benefits from advertising, improvements in consumer search, or gains in wareh
2 months ago
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment ***** umptions. Eagle remains a strong believer in AI but prefers constructing a portfolio that can perform across multiple outcomes rather than relying on one forecast. The firm believes current earnings can overstate underlying economics because semiconductor equipment is depreciated over several years, while free cash flow growth remains much weaker. It also expects competition and additional capacity across AI labs, hyperscalers, and semiconductors to eventually create winners and losers. These dynamics are encouraging Eagle to recycle capital toward attractive opportunities outside the most crowded AI trades while maintaining selective exposure to high quality beneficiaries. The portfolio trades at a 20% market discount with faster expected EPS growth. Please review the Strategy's top five holdings for key selections.
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted MercadoLibre, Inc. (NASDAQ:MELI). MercadoLibre, Inc. (NASDAQ:MELI) operates online commerce platforms in Brazil, Mexico, Argentina, and internationally. On August 18, 2026, MercadoLibre, Inc. (NASDAQ:MELI) closed at $1,779.14 per share. One-month return of MercadoLibre, Inc. (NASDAQ:MELI) was -1.12% and its shares lost 23.84% over the past 52 weeks. MercadoLibre, Inc. (NASDAQ:MELI) has a market capitalization of $90.62 billion.
Eagle Capital Management stated the following regarding MercadoLibre, Inc. (NASDAQ:MELI) in its Q2 2026 investor letter:
"Operating massive consumer platforms that aggregate demand for sellers and advertisers, these companies have scale advantages, fast growth, and the ability to deploy Al to further press their leads.
Almost half of our capital is in MercadoLibre, Inc. (NASDAQ:MELI), the leading Latin American e-commerce and fintech company. Latin America's relatively low e-commerce penetration-we estimate it at the mid-teens compared with nearly 30% in the U.S .- offers a long runway for growth. In recent quarters, revenue grew more than 40%. We think the market is too focused on near-term earnings revisions and may be conflating elective investments with structural weakness. Much like Amazon in its early days, MercadoLibre is trading lower margins today for a larger business tomorrow; we're thrilled with this approach, which both builds value and has enabled Eagle to establish an attractively priced position.
#mercadolibre #eagle #NASDAQ #management
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted MercadoLibre, Inc. (NASDAQ:MELI). MercadoLibre, Inc. (NASDAQ:MELI) operates online commerce platforms in Brazil, Mexico, Argentina, and internationally. On August 18, 2026, MercadoLibre, Inc. (NASDAQ:MELI) closed at $1,779.14 per share. One-month return of MercadoLibre, Inc. (NASDAQ:MELI) was -1.12% and its shares lost 23.84% over the past 52 weeks. MercadoLibre, Inc. (NASDAQ:MELI) has a market capitalization of $90.62 billion.
Eagle Capital Management stated the following regarding MercadoLibre, Inc. (NASDAQ:MELI) in its Q2 2026 investor letter:
"Operating massive consumer platforms that aggregate demand for sellers and advertisers, these companies have scale advantages, fast growth, and the ability to deploy Al to further press their leads.
Almost half of our capital is in MercadoLibre, Inc. (NASDAQ:MELI), the leading Latin American e-commerce and fintech company. Latin America's relatively low e-commerce penetration-we estimate it at the mid-teens compared with nearly 30% in the U.S .- offers a long runway for growth. In recent quarters, revenue grew more than 40%. We think the market is too focused on near-term earnings revisions and may be conflating elective investments with structural weakness. Much like Amazon in its early days, MercadoLibre is trading lower margins today for a larger business tomorrow; we're thrilled with this approach, which both builds value and has enabled Eagle to establish an attractively priced position.
#mercadolibre #eagle #NASDAQ #management
2 months ago
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment ****** umptions. Eagle remains a strong believer in AI but prefers constructing a portfolio that can perform across multiple outcomes rather than relying on one forecast. The firm believes current earnings can overstate underlying economics because semiconductor equipment is depreciated over several years, while free cash flow growth remains much weaker. It also expects competition and additional capacity across AI labs, hyperscalers, and semiconductors to eventually create winners and losers. These dynamics are encouraging Eagle to recycle capital toward attractive opportunities outside the most crowded AI trades while maintaining selective exposure to high quality beneficiaries. The portfolio trades at a 20% market discount with faster expected EPS growth. Please review the Strategy's top five holdings for key selections.
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted Amazon.com, Inc. (NASDAQ:AMZN). Amazon.com, Inc. (NASDAQ:AMZN) is a multinational technology and retail company known for its leading online marketplace and cloud platform. On August 18, 2026, Amazon.com, Inc. (NASDAQ:AMZN) closed at $259.45 per share, reflecting a market capitalization of $2.8 trillion. Amazon.com, Inc. (NASDAQ:AMZN) posted a one‑month return of 5.96%, while its shares gained 15.92% over the past 52 weeks.
Eagle Capital Management stated the following regarding Amazon.com, Inc. (NASDAQ:AMZN) in its Q2 2026 investor letter:
"Amazon Web Services ("AWS"), Microsoft Azure, and Google Cloud Platform ("GCP") are highly profitable businesses with strong growth, margins, and returns on capital. We own positions in each. These businesses are growing faster and will be even bigger than we previously thought. However, there is little question that the industry structure they inhabit is worse than it was a few years ago.
Operating massive consumer platforms that aggregate demand for sellers and advertisers, Amazon.com, Inc. (NASDAQ:AMZN) has scale advantages, fast growth, and the ability to deploy AI to further press their leads. Amazon's retail business, Google Search and YouTube, and Meta are comparatively more mature, but they continue to grow at well above GDP rates with attractive margins. We believe AI is demonstrably helping Google Search and Meta's advertising business, both of which have accelerated as ad targeting and content capabilities have improved. Amazon and MercadoLibre should also benefit more than brick and mortar peers, which are unlikely to capture the same benefits from advertising, improvements in consumer search, or gains in wareh
In its second-quarter 2026 investor letter, Eagle Capital Management highlighted Amazon.com, Inc. (NASDAQ:AMZN). Amazon.com, Inc. (NASDAQ:AMZN) is a multinational technology and retail company known for its leading online marketplace and cloud platform. On August 18, 2026, Amazon.com, Inc. (NASDAQ:AMZN) closed at $259.45 per share, reflecting a market capitalization of $2.8 trillion. Amazon.com, Inc. (NASDAQ:AMZN) posted a one‑month return of 5.96%, while its shares gained 15.92% over the past 52 weeks.
Eagle Capital Management stated the following regarding Amazon.com, Inc. (NASDAQ:AMZN) in its Q2 2026 investor letter:
"Amazon Web Services ("AWS"), Microsoft Azure, and Google Cloud Platform ("GCP") are highly profitable businesses with strong growth, margins, and returns on capital. We own positions in each. These businesses are growing faster and will be even bigger than we previously thought. However, there is little question that the industry structure they inhabit is worse than it was a few years ago.
Operating massive consumer platforms that aggregate demand for sellers and advertisers, Amazon.com, Inc. (NASDAQ:AMZN) has scale advantages, fast growth, and the ability to deploy AI to further press their leads. Amazon's retail business, Google Search and YouTube, and Meta are comparatively more mature, but they continue to grow at well above GDP rates with attractive margins. We believe AI is demonstrably helping Google Search and Meta's advertising business, both of which have accelerated as ad targeting and content capabilities have improved. Amazon and MercadoLibre should also benefit more than brick and mortar peers, which are unlikely to capture the same benefits from advertising, improvements in consumer search, or gains in wareh
2 months ago
MercadoLibre (NASDAQ:MELI) just crossed $10 billion in quarterly revenue for the first time, yet the stock sits roughly 30% below its high. That gap between a record top line and a beaten-down share price is the whole story here. On the call covering the quarter ended June 30, held August 5, management laid out exactly why it is choosing growth over profit right now, and investors are still deciding whether to believe them.
Net revenue grew 50% year-over-year in the second quarter, powered by a 44% jump in gross merchandise volume and a 56% rise in total payment volume. The more interesting number sits underneath that headline. A year after MercadoLibre lowered its free shipping threshold in Brazil, items per buyer there climbed 19% year-over-year and conversion rose 1.1 percentage points, even as the company kept adding new buyers who typically spend less at first.
Management framed this as proof that existing shoppers are engaging more deeply, not just a bigger crowd showing up. That matters most for what the company calls ecosystemic users, people who use both the marketplace and Mercado Pago. Those users generated 70% more GMV and 55% more items sold per user than marketplace-only shoppers, and contribution profit per ecosystemic user runs multiples above a marketplace or fintech user alone. The credit book backs this up. It reached $16.4 billion, up 75% year-over-year, while delinquency rates sat near historical lows and net interest margin after losses improved from 18% to 21% between the first and second quarters.
That growth came at a real cost. Operating income fell from $825 million to $683 million, and operating margin narrowed from 12.2% to 6.7%, a 550 basis point drop from a year earlier. Management did not suggest relief is coming soon, calling the trade-off a deliberate choice to keep prioritizing long-term engagement and scale over near-term profitability. Net income for the first half of 2026 fell 13% year-over-year to $883 million even as revenue climbed 50% to $19 billion, a gap that shows growth and profit are currently moving in opposite directions.
Competitors including Amazon have pushed MercadoLibre to compete harder on price, and the company's expansion into consumer lending has meant absorbing more loan losses along the way. The quarter also demanded serious capital, with $441 million in capital expenditures and $2.1 billion funneled into growing the credit portfolio, leaving adjusted free cash flow at $214 million.
#mercadolibre #billion #quarter
Net revenue grew 50% year-over-year in the second quarter, powered by a 44% jump in gross merchandise volume and a 56% rise in total payment volume. The more interesting number sits underneath that headline. A year after MercadoLibre lowered its free shipping threshold in Brazil, items per buyer there climbed 19% year-over-year and conversion rose 1.1 percentage points, even as the company kept adding new buyers who typically spend less at first.
Management framed this as proof that existing shoppers are engaging more deeply, not just a bigger crowd showing up. That matters most for what the company calls ecosystemic users, people who use both the marketplace and Mercado Pago. Those users generated 70% more GMV and 55% more items sold per user than marketplace-only shoppers, and contribution profit per ecosystemic user runs multiples above a marketplace or fintech user alone. The credit book backs this up. It reached $16.4 billion, up 75% year-over-year, while delinquency rates sat near historical lows and net interest margin after losses improved from 18% to 21% between the first and second quarters.
That growth came at a real cost. Operating income fell from $825 million to $683 million, and operating margin narrowed from 12.2% to 6.7%, a 550 basis point drop from a year earlier. Management did not suggest relief is coming soon, calling the trade-off a deliberate choice to keep prioritizing long-term engagement and scale over near-term profitability. Net income for the first half of 2026 fell 13% year-over-year to $883 million even as revenue climbed 50% to $19 billion, a gap that shows growth and profit are currently moving in opposite directions.
Competitors including Amazon have pushed MercadoLibre to compete harder on price, and the company's expansion into consumer lending has meant absorbing more loan losses along the way. The quarter also demanded serious capital, with $441 million in capital expenditures and $2.1 billion funneled into growing the credit portfolio, leaving adjusted free cash flow at $214 million.
#mercadolibre #billion #quarter
3 months ago
Michael Burry's latest stock moves are out and Wall Street is paying attention. According to media reports, Burry has piled into (NASDAQ:LULU) and MercadoLibre (NASDAQ:MELI).
Lululemon: Down 40% This Year
Lululemon (NASDAQ:LULU) sells yoga wear, running clothes, and athleisure. The stock has lost more than 40% year to date. Fiscal Q1 revenue was up just 4%. North America stayed soft. Gross margin dropped 410 basis points, while operating margin fell to 11.2% from 18.5% a year ago. Management also cut revenue guidance.
But bulls say market is ignoring the positives. China revenue grew 23% year over year in constant currency in Q1. International revenue overall grew 16%. Lululemon carries no debt and sits on $1.51 billion in cash.
The stock trades at just 10.5x forward earnings. That's a multi-year low. The 5-year average sits closer to 29x. Burry reportedly thinks Lululemon is a value opportunity. A new CEO takes over next month. Heidi O'Neill is joining from Nike.
#year #lulu
Lululemon: Down 40% This Year
Lululemon (NASDAQ:LULU) sells yoga wear, running clothes, and athleisure. The stock has lost more than 40% year to date. Fiscal Q1 revenue was up just 4%. North America stayed soft. Gross margin dropped 410 basis points, while operating margin fell to 11.2% from 18.5% a year ago. Management also cut revenue guidance.
But bulls say market is ignoring the positives. China revenue grew 23% year over year in constant currency in Q1. International revenue overall grew 16%. Lululemon carries no debt and sits on $1.51 billion in cash.
The stock trades at just 10.5x forward earnings. That's a multi-year low. The 5-year average sits closer to 29x. Burry reportedly thinks Lululemon is a value opportunity. A new CEO takes over next month. Heidi O'Neill is joining from Nike.
#year #lulu
3 months ago
Palmeiras and Internacional face off this Sunday (9), at 4 p.m. (Brasília time), at Nubank Parque, in a match valid for the 22nd round of the 2026 Brasileirão.
The game is the famous "clash of opposites." At least when looking at their current positions in the table.
Verdão leads the championship with 47 points and is chasing a second straight win to stay comfortably at the top and, who knows, take advantage of another Flamengo slip-up to pull further ahead.
Colorado, meanwhile, has not won in five rounds in the Brasileirão and, because of that, sits at the top of the relegation zone (17th place) with 22 points.
Compared to the last match (a 2-1 loss to Corinthians, but qualification for the Copa do Brasil quarterfinals), coach Paulo Pezzolano opted for just one change for Inter: Félix Torres comes in for Mercado.
#match #internacional
The game is the famous "clash of opposites." At least when looking at their current positions in the table.
Verdão leads the championship with 47 points and is chasing a second straight win to stay comfortably at the top and, who knows, take advantage of another Flamengo slip-up to pull further ahead.
Colorado, meanwhile, has not won in five rounds in the Brasileirão and, because of that, sits at the top of the relegation zone (17th place) with 22 points.
Compared to the last match (a 2-1 loss to Corinthians, but qualification for the Copa do Brasil quarterfinals), coach Paulo Pezzolano opted for just one change for Inter: Félix Torres comes in for Mercado.
#match #internacional
3 months ago
Kansas City Chiefs running back Kenneth Walker III spoke with reporters after practice on Tuesday at Missouri Western State University. He discussed his care for the younger players in the running back room, watching him as a veteran mentor.
"Just bringing guys with me. I have been here longer than them in (the) league. I don't want them to make the same mistakes I made when I was just getting to the league, if that makes sense," said Walker. "I want them to learn quicker than I learned. I don't want there to be a drop-off at all. So, making sure those guys are good. They have been doing great. Everybody in the room has been doing great. I just want to make sure we are all on the same accord."
During the 2025 season, Walker rushed for 1,027 yards to go along with five touchdowns. He also made an impact in the passing game with 31 receptions for 282 yards. Kansas City revamped the running backs room to be led by Walker, with rookie Emmett Johnson added in the draft, Free agent signing Emari Demercado, and second-year player Brashard Smith.
The Super Bowl LX MVP is expected to be an upgrade over last year's Chiefs unit, which had no player reach 1,000 yards.
This article originally appeared on Chiefs Wire: Kenneth Walker III discusses leadership in the running backs room
#walker #chiefs #want #city
"Just bringing guys with me. I have been here longer than them in (the) league. I don't want them to make the same mistakes I made when I was just getting to the league, if that makes sense," said Walker. "I want them to learn quicker than I learned. I don't want there to be a drop-off at all. So, making sure those guys are good. They have been doing great. Everybody in the room has been doing great. I just want to make sure we are all on the same accord."
During the 2025 season, Walker rushed for 1,027 yards to go along with five touchdowns. He also made an impact in the passing game with 31 receptions for 282 yards. Kansas City revamped the running backs room to be led by Walker, with rookie Emmett Johnson added in the draft, Free agent signing Emari Demercado, and second-year player Brashard Smith.
The Super Bowl LX MVP is expected to be an upgrade over last year's Chiefs unit, which had no player reach 1,000 yards.
This article originally appeared on Chiefs Wire: Kenneth Walker III discusses leadership in the running backs room
#walker #chiefs #want #city
3 months ago
Olympique Lyonnais were certainly hoping for a better start to their season. Away at Sparta Prague for the first leg of the third qualifying round of the Champions League, Les Gones suffered a worrying 2-1 defeat in the Czech Republic.
Playing in an experimental 3-4-2-1 formation, Paulo Fonseca's men appeared to lack their bearings for the vast majority of the match. That is why seeing them go into the dressing room with a one-goal lead at half-time, thanks to an own goal by Martin Suchomel (0–1, 45'), seemed nothing short of a miracle.
Despite coming out stronger in the second half, Lyon nevertheless conceded, somewhat predictably, the equaliser on the hour mark through Matěj Ryneš (1–1, 63′). It was a blow to the Rouge et Bleu, followed by a second, as captain Corentin Tolisso missed his penalty four minutes later, following good work from new signing Loïs Openda. And it took them only a few seconds to regret it, with John Mercado scoring Prague's second goal straight away (2-1, 69′).
Reorganised into a 4-3-3 formation following Paulo Fonseca's substitutions, Lyon pushed forward but were unable to turn the tide. With a week to go before the second leg in front of their home crowd at the Groupama Stadium, the Champions League has never seemed as far away as it did tonight for the Rhône side.
GFFN | Léo Aschi
#league
Playing in an experimental 3-4-2-1 formation, Paulo Fonseca's men appeared to lack their bearings for the vast majority of the match. That is why seeing them go into the dressing room with a one-goal lead at half-time, thanks to an own goal by Martin Suchomel (0–1, 45'), seemed nothing short of a miracle.
Despite coming out stronger in the second half, Lyon nevertheless conceded, somewhat predictably, the equaliser on the hour mark through Matěj Ryneš (1–1, 63′). It was a blow to the Rouge et Bleu, followed by a second, as captain Corentin Tolisso missed his penalty four minutes later, following good work from new signing Loïs Openda. And it took them only a few seconds to regret it, with John Mercado scoring Prague's second goal straight away (2-1, 69′).
Reorganised into a 4-3-3 formation following Paulo Fonseca's substitutions, Lyon pushed forward but were unable to turn the tide. With a week to go before the second leg in front of their home crowd at the Groupama Stadium, the Champions League has never seemed as far away as it did tonight for the Rhône side.
GFFN | Léo Aschi
#league
3 months ago
For obvious reasons, the Arizona Cardinals running backs room has garnered a significant amount of interest and discussion in the first two weeks of training camp.
It's to be expected.
After a brutal 2025 season in which James Conner and Trey Benson managed to play only a combined seven games, Michael Carter finished the year as the team's leading rusher with a total of 333 yards, followed by Emari Demercado with 312 and Bam Knight with 269.
Carter and Demercado moved on to other team, while Conner (with a pay cut), Benson and Knight returned. Tyler Allgeier was signed as an unrestricted free agent in March and six weeks later Jeremiyah Love was selected with the third overall pick in the draft.
Allgeier revealed earlier this week that head coach Mike LaFleur told him about the team's plans in advance and LaFleur said Friday he also spoke with Conner.
#knight
It's to be expected.
After a brutal 2025 season in which James Conner and Trey Benson managed to play only a combined seven games, Michael Carter finished the year as the team's leading rusher with a total of 333 yards, followed by Emari Demercado with 312 and Bam Knight with 269.
Carter and Demercado moved on to other team, while Conner (with a pay cut), Benson and Knight returned. Tyler Allgeier was signed as an unrestricted free agent in March and six weeks later Jeremiyah Love was selected with the third overall pick in the draft.
Allgeier revealed earlier this week that head coach Mike LaFleur told him about the team's plans in advance and LaFleur said Friday he also spoke with Conner.
#knight
3 months ago
MercadoLibre (NASDAQ: MELI) stock has fallen by 31% from its previous peak as Wall Street focuses on near-term margin pressure and intensifying competition. Yet the business continues to expand rapidly in Latin America's e-commerce market, potentially setting the stage for market-beating returns in the next five years.
Its lower margins are not a result of competition, but rather of its higher near-term spending on infrastructure to support growth. This makes the stock a compelling buy for patient investors.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Similar to Amazon in the U.S., MercadoLibre has a structural advantage in Latin America's e-commerce market. It continues to invest in logistics infrastructure to build the most efficient delivery network in one of the world's fastest-growing e-commerce markets.
The growth it continues to report shows a huge opportunity ahead. The number of unique active buyers grew 26% year over year in the first quarter. Gross merchandise volume increased by 36%, with the number of items sold rising by 47%. It does face increasing competition from Asian e-commerce companies like Temu and Shopee, but these numbers show that MercadoLibre's investments to expand free shipping offers and other services are protecting its competitive position.
#Competition #continues #mercadolibre #Stock
Its lower margins are not a result of competition, but rather of its higher near-term spending on infrastructure to support growth. This makes the stock a compelling buy for patient investors.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Similar to Amazon in the U.S., MercadoLibre has a structural advantage in Latin America's e-commerce market. It continues to invest in logistics infrastructure to build the most efficient delivery network in one of the world's fastest-growing e-commerce markets.
The growth it continues to report shows a huge opportunity ahead. The number of unique active buyers grew 26% year over year in the first quarter. Gross merchandise volume increased by 36%, with the number of items sold rising by 47%. It does face increasing competition from Asian e-commerce companies like Temu and Shopee, but these numbers show that MercadoLibre's investments to expand free shipping offers and other services are protecting its competitive position.
#Competition #continues #mercadolibre #Stock
3 months ago
City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies. A copy of the letter can be downloaded here. City Different global equity strategies delivered strong results in the second quarter, but trailed the global market driven by AI enthusiasm. Its Focused Global returned +7.08%, and Global Equity returned +5.36% during the quarter. This compared to the MSCI All Country World Index return of +14.93%. YTD, the strategies returned +11.28% and +5.29%, vs +11.25% for the index. The global strategies involve focused portfolios of long-only equities selected on a global basis, aimed at long-term investment potential. The firm remains optimistic about these portfolios, which are constructed based on long-term fundamental ******* sments. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, City Different Investments highlighted MercadoLibre, Inc. (NASDAQ:MELI). MercadoLibre, Inc. (NASDAQ:MELI) is a leading online commerce platform in Latin America that operates Mercado Libre Marketplace and Mercado Pago FinTech platforms. On July 21, 2026, MercadoLibre, Inc. (NASDAQ:MELI) closed at $1,822.65 per share. One-month return of MercadoLibre, Inc. (NASDAQ:MELI) was 8.47%, and its shares lost 24.82% over the past 52 weeks. MercadoLibre, Inc. (NASDAQ:MELI) has a market capitalization of $92.4 billion.
City Different Investments stated the following regarding MercadoLibre, Inc. (NASDAQ:MELI) in its Q2 2026 investor update:
"MercadoLibre, Inc. (NASDAQ:MELI), the leading e-commerce and fintech company in Latin America, also declined. Investors fret over its heavy investment spending and potential disruption from AI, but the business marches on. You can read our ******* sment of this "MercadoLibre Paradox" in our recent blog post."
MercadoLibre, Inc. (NASDAQ:MELI) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 102 hedge fund portfolios held MercadoLibre, Inc. (NASDAQ:MELI) at the end of the first quarter, compared to 113 in the previous quarter. While we acknowledge the potential of MercadoLibre, Inc. (NASDAQ:MELI) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#NASDAQ #meli #investment
In its Q2 2026 investor letter, City Different Investments highlighted MercadoLibre, Inc. (NASDAQ:MELI). MercadoLibre, Inc. (NASDAQ:MELI) is a leading online commerce platform in Latin America that operates Mercado Libre Marketplace and Mercado Pago FinTech platforms. On July 21, 2026, MercadoLibre, Inc. (NASDAQ:MELI) closed at $1,822.65 per share. One-month return of MercadoLibre, Inc. (NASDAQ:MELI) was 8.47%, and its shares lost 24.82% over the past 52 weeks. MercadoLibre, Inc. (NASDAQ:MELI) has a market capitalization of $92.4 billion.
City Different Investments stated the following regarding MercadoLibre, Inc. (NASDAQ:MELI) in its Q2 2026 investor update:
"MercadoLibre, Inc. (NASDAQ:MELI), the leading e-commerce and fintech company in Latin America, also declined. Investors fret over its heavy investment spending and potential disruption from AI, but the business marches on. You can read our ******* sment of this "MercadoLibre Paradox" in our recent blog post."
MercadoLibre, Inc. (NASDAQ:MELI) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 102 hedge fund portfolios held MercadoLibre, Inc. (NASDAQ:MELI) at the end of the first quarter, compared to 113 in the previous quarter. While we acknowledge the potential of MercadoLibre, Inc. (NASDAQ:MELI) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#NASDAQ #meli #investment
3 months ago
MercadoLibre (NASDAQ: MELI) has prospered by transforming e-commerce, fintech, and logistics within Latin America. Investors have bid its stock price dramatically higher since its 2007 debut, as the company brought online shopping, digital financial transactions, and improved logistics to the region.
Nonetheless, the market has punished MercadoLibre stock over the past year, and it now trades at a 30% discount to its 52-week high. Investors appeared to sour on the stock because its profit growth was not matching its robust revenue increases. While getting the earnings trajectory back on track will be a challenge, if it can increase its profit growth rate over the next five years, the stock price will likely soar.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Two issues have weighed on MercadoLibre's bottom line: rising e-commerce competition and an alarming increase in non-performing loans.
E-commerce giants like Amazon and Sea Limited, as well as numerous smaller enterprises, have attempted to chip away at the company's regional dominance. MercadoLibre responded by lowering its threshold for free shipping and making other moves that squeezed its margins.
#NVIDIA #flashing #Logistics #price
Nonetheless, the market has punished MercadoLibre stock over the past year, and it now trades at a 30% discount to its 52-week high. Investors appeared to sour on the stock because its profit growth was not matching its robust revenue increases. While getting the earnings trajectory back on track will be a challenge, if it can increase its profit growth rate over the next five years, the stock price will likely soar.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Two issues have weighed on MercadoLibre's bottom line: rising e-commerce competition and an alarming increase in non-performing loans.
E-commerce giants like Amazon and Sea Limited, as well as numerous smaller enterprises, have attempted to chip away at the company's regional dominance. MercadoLibre responded by lowering its threshold for free shipping and making other moves that squeezed its margins.
#NVIDIA #flashing #Logistics #price
3 months ago
City Different Investments, an investment management firm, released Q2 2026 investor update for its global equity strategies. A copy of the letter can be downloaded here. City Different global equity strategies delivered strong results in the second quarter, but trailed the global market driven by AI enthusiasm. Its Focused Global returned +7.08%, and Global Equity returned +5.36% during the quarter. This compared to the MSCI All Country World Index return of +14.93%. YTD, the strategies returned +11.28% and +5.29%, vs +11.25% for the index. The global strategies involve focused portfolios of long-only equities selected on a global basis, aimed at long-term investment potential. The firm remains optimistic about these portfolios, which are constructed based on long-term fundamental ***** sments. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, City Different Investments highlighted MercadoLibre, Inc. (NASDAQ:MELI). MercadoLibre, Inc. (NASDAQ:MELI) is a leading online commerce platform in Latin America that operates Mercado Libre Marketplace and Mercado Pago FinTech platforms. On July 21, 2026, MercadoLibre, Inc. (NASDAQ:MELI) closed at $1,822.65 per share. One-month return of MercadoLibre, Inc. (NASDAQ:MELI) was 8.47%, and its shares lost 24.82% over the past 52 weeks. MercadoLibre, Inc. (NASDAQ:MELI) has a market capitalization of $92.4 billion.
City Different Investments stated the following regarding MercadoLibre, Inc. (NASDAQ:MELI) in its Q2 2026 investor update:
"MercadoLibre, Inc. (NASDAQ:MELI), the leading e-commerce and fintech company in Latin America, also declined. Investors fret over its heavy investment spending and potential disruption from AI, but the business marches on. You can read our ***** sment of this "MercadoLibre Paradox" in our recent blog post."
MercadoLibre, Inc. (NASDAQ:MELI) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 102 hedge fund portfolios held MercadoLibre, Inc. (NASDAQ:MELI) at the end of the first quarter, compared to 113 in the previous quarter. While we acknowledge the potential of MercadoLibre, Inc. (NASDAQ:MELI) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#mercadolibre #meli
In its Q2 2026 investor letter, City Different Investments highlighted MercadoLibre, Inc. (NASDAQ:MELI). MercadoLibre, Inc. (NASDAQ:MELI) is a leading online commerce platform in Latin America that operates Mercado Libre Marketplace and Mercado Pago FinTech platforms. On July 21, 2026, MercadoLibre, Inc. (NASDAQ:MELI) closed at $1,822.65 per share. One-month return of MercadoLibre, Inc. (NASDAQ:MELI) was 8.47%, and its shares lost 24.82% over the past 52 weeks. MercadoLibre, Inc. (NASDAQ:MELI) has a market capitalization of $92.4 billion.
City Different Investments stated the following regarding MercadoLibre, Inc. (NASDAQ:MELI) in its Q2 2026 investor update:
"MercadoLibre, Inc. (NASDAQ:MELI), the leading e-commerce and fintech company in Latin America, also declined. Investors fret over its heavy investment spending and potential disruption from AI, but the business marches on. You can read our ***** sment of this "MercadoLibre Paradox" in our recent blog post."
MercadoLibre, Inc. (NASDAQ:MELI) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 102 hedge fund portfolios held MercadoLibre, Inc. (NASDAQ:MELI) at the end of the first quarter, compared to 113 in the previous quarter. While we acknowledge the potential of MercadoLibre, Inc. (NASDAQ:MELI) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
#mercadolibre #meli
4 months ago
After MercadoLibre (NASDAQ: MELI) delivered another year of more than 30% revenue growth in 2025, you might have expected the stock to surge. Instead, the stock went the other way.
Why? Because the narrative surrounding MercadoLibre has changed. A few years ago, investors were asking how big the company could become. Today, they're asking whether it can sustain its growth while protecting profitability.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
That shift in sentiment has weighed on MercadoLibre stock. But it also raises an important question: Has the market become too pessimistic about one of Latin America's highest-quality technology companies?
MercadoLibre's business isn't slowing down. In fact, in the first quarter, revenue grew 49% year over year. What has changed is that its economics have simply become more complicated.
Why? Because the narrative surrounding MercadoLibre has changed. A few years ago, investors were asking how big the company could become. Today, they're asking whether it can sustain its growth while protecting profitability.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
That shift in sentiment has weighed on MercadoLibre stock. But it also raises an important question: Has the market become too pessimistic about one of Latin America's highest-quality technology companies?
MercadoLibre's business isn't slowing down. In fact, in the first quarter, revenue grew 49% year over year. What has changed is that its economics have simply become more complicated.
4 months ago
The NWSL brought us 21 goals and 132 saves this weekend! Check out the top three of each in terms of the difference between their post-shot expected goals (PSxG) and expected goals (xG).
Basically, these are the goals where the player taking the shot added the most value just on shot quality and the saves where the keeper was best able to navigate this unexpected extra shot quality.
Sam Meza has an excellent delivery, and UllMercado has a picture-perfect header to drive the final nail in the Portland Thorns’ coffin in the second Cascadia Rivalry of the season.
Ullmark’s sliding effort makes sure the Dash’s beautiful team play isn’t put to waste as she once again draws her team level on the road.
Apologies to Kate Wiesner for cutting her ******* ist, but this trap and finish by Santos deserved to be highlighted. What a goal.
Basically, these are the goals where the player taking the shot added the most value just on shot quality and the saves where the keeper was best able to navigate this unexpected extra shot quality.
Sam Meza has an excellent delivery, and UllMercado has a picture-perfect header to drive the final nail in the Portland Thorns’ coffin in the second Cascadia Rivalry of the season.
Ullmark’s sliding effort makes sure the Dash’s beautiful team play isn’t put to waste as she once again draws her team level on the road.
Apologies to Kate Wiesner for cutting her ******* ist, but this trap and finish by Santos deserved to be highlighted. What a goal.
4 months ago
Tether (CRYPTO: $USDT) is investing $20 million in Mercado Bitcoin, backing one of Latin America's largest regulated crypto platforms as tokenization, stablecoin payments and onchain financial services gain ground across the region.
The investment is part of a strategic growth financing round for Mercado Bitcoin, which has expanded from a digital ******* et exchange into a broader financial services platform spanning tokenized investments, credit, payments, banking infrastructure and cross-border services.
Mercado Bitcoin serves 4.5 million users and has issued more than R$2 billion in tokenized ******* ets. The company also operates through more than 10 licenses across Brazil and Europe, including a Payment Institution license from Brazil's central bank, broker-dealer capabilities, a securitization platform and ******* et management operations.
More From Cryptoprowl:
Ripple, The Company Behind XRP, Is Valued At $50 Billion
The investment is part of a strategic growth financing round for Mercado Bitcoin, which has expanded from a digital ******* et exchange into a broader financial services platform spanning tokenized investments, credit, payments, banking infrastructure and cross-border services.
Mercado Bitcoin serves 4.5 million users and has issued more than R$2 billion in tokenized ******* ets. The company also operates through more than 10 licenses across Brazil and Europe, including a Payment Institution license from Brazil's central bank, broker-dealer capabilities, a securitization platform and ******* et management operations.
More From Cryptoprowl:
Ripple, The Company Behind XRP, Is Valued At $50 Billion
4 months ago
Fiorentina's interest in Tomas Aranda could be complicated by the arrival of Premier League competition, with ******* nal now monitoring the Boca Juniors midfielder.
The 20-year-old is regarded as one of the most exciting talents in South American football, and in recent weeks Fiorentina took the first steps to explore the feasibility of bringing him to Fabio Grosso's side.
According to a report from El Transigente, via FirenzeViola, however, the Gunners' scouts are now watching him closely too.
BUENOS AIRES, ARGENTINA – MARCH 22: Tomas Aranda of Boca Juniors celebrates after scoring his team's first goal during a Torneo Apertura Mercado Libre 2026 match between Boca Juniors and Instituto de Cordoba at Estadio Alberto J. Armando on March 22, 2026 in Buenos Aires, Argentina. (Photo by Marcelo Endelli/Getty Images)
Arsenal are keeping tabs on the youngster's development, though it remains to be seen whether they will follow through with a concrete move, the London club have yet to decide whether to lodge an official offer.
The 20-year-old is regarded as one of the most exciting talents in South American football, and in recent weeks Fiorentina took the first steps to explore the feasibility of bringing him to Fabio Grosso's side.
According to a report from El Transigente, via FirenzeViola, however, the Gunners' scouts are now watching him closely too.
BUENOS AIRES, ARGENTINA – MARCH 22: Tomas Aranda of Boca Juniors celebrates after scoring his team's first goal during a Torneo Apertura Mercado Libre 2026 match between Boca Juniors and Instituto de Cordoba at Estadio Alberto J. Armando on March 22, 2026 in Buenos Aires, Argentina. (Photo by Marcelo Endelli/Getty Images)
Arsenal are keeping tabs on the youngster's development, though it remains to be seen whether they will follow through with a concrete move, the London club have yet to decide whether to lodge an official offer.
