According to @StockMarketNerd, MercadoLibre includes credit funding within free cash flow which is a current drag while the company is in growth mode, creating misleading FCF multiples for traders who rely on third-party screens, source: @StockMarketNerd on X, Nov 21, 2025. The post states many services show Q1 to Q2 FCF around 3.3 billion dollars, while the company reported about 440 million dollars, which can distort valuation if FCF is used, source: @StockMarketNerd on X, Nov 21, 2025. The author argues EBIT is the cleaner metric once credit funding and foreign exchange noise are removed, and adds that MELI trades at an all-time low forward EBIT multiple of 25 times, source: @StockMarketNerd on X, Nov 21, 2025. For trading and valuation screens, the takeaway is to anchor on EBIT rather than FCF and to adjust for FX effects cited in the post, source: @StockMarketNerd on X, Nov 21, 2025. The post does not reference any cryptocurrency exposure or market impact, source: @StockMarketNerd on X, Nov 21, 2025.

According to @StockMarketNerd, a new chart visualizes multi-year operating leverage for $MELI, highlighting how efficiency has evolved across cycles (source: @StockMarketNerd on X, Oct 27, 2025). MercadoLibre discloses revenue, operating income, and operating margin by segment in quarterly results and its annual 20-F, enabling traders to track operating leverage with official filings (source: MercadoLibre 2023 Form 20-F and company quarterly results). Traders often compare operating income growth versus revenue growth to evaluate operating leverage and margin durability into earnings, a standard approach in fundamental analysis (source: CFA Institute, Operating Leverage overview). MercadoPago, MercadoLibre’s fintech arm, introduced crypto buying and selling in Brazil in 2021, linking MELI’s fintech scale to regional digital asset activity that crypto-equity traders monitor (source: MercadoLibre press release, 2021).

According to @business, MercadoLibre (MELI) shares are heading for their biggest two-day slump since November on concern that Amazon’s latest move in Brazil will ramp up competition in the e-commerce segment, source: Bloomberg (@business tweet, Oct 1, 2025). The source specifies Brazil as the focal market and cites competition from Amazon as the catalyst for the selloff, which is directly relevant for traders monitoring LatAm e-commerce equity risk, source: Bloomberg (@business tweet, Oct 1, 2025). The source does not mention any direct impact on cryptocurrencies or digital assets, source: Bloomberg (@business tweet, Oct 1, 2025).