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MercadoLibre (MELI) stock looks increasingly attractive to me as political tension in Brazil weighs on sentiment. The e-commerce and fintech giant has seen its shares get beaten down lately. Brazil's post-election jitters compounded the pressure from the broader growth-stock sell-off. Yet CFO Martín de los Santos reminded us of the company's strength. He said, "Users are buying more often and entrusting more of their money to Mercado Pago." Indeed, revenue grew 45%, despite disappointing earnings. I think that split explains the opportunity. Today's growth investment could produce much stronger earnings, while the decline has made MELI's valuation considerably more appealing, making me bullish on the stock.
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