Daniel Pronk on MELI
Daniel Pronk on MercadoLibre (MELI): the quotes, dated.
10 dated quotes about MercadoLibre stock (MELI), selected from all 98 Daniel Pronk videos published since 2025-09-10 — a selected record, not the complete history. Each links to the exact second on YouTube, with MELI’s close that day and what the stock did since.
Every quote is reproduced word for word from the video and linked to the second it was said.
- MELI close, 2026-10-28
- $1,673.09
- Price since the first quote, Oct 16, 2025
- -18.1%
- S&P 500 (SPY), same period
- +16.9%
- vs the S&P 500
- -35.0 pp
- Latest stance, Aug 25, 2026
- Valuation view
- Mentions found
- 353 in 18 of 98 videos
The short version
In October 2025 Daniel Pronk said MercadoLibre's business had outgrown its once-expensive share price and called it a large position. In January 2026 their DCF put fair value at $4,000, with 27% annual compounding. In March 2026 they described buying about a share a day near $1,600, and in April 2026 called the stock cheap while adding during its downtrend. In May 2026 they cited credit-loss provisions above 100% and said they owned MercadoLibre instead of Nubank. In June 2026 they floated a long-term trillion-dollar outcome and kept buying. In August 2026 they cited 62% advertising growth and $15 billion fintech revenue.
Summary of the quotes on this page. Updated .
What Daniel Pronk said last · Aug 25, 2026
Valuation view
“Additionally, Mercado Libre's fintech business did $15 billion in revenue in the trailing 12 months, which puts it roughly two quarters behind where Nubank is. Or in other words, it's almost the same size as Nubank today. But Mercado Libre's entire business is valued at around $100 billion in the stock market right now.”
No clear directional call
These quotes do not establish a clear bullish or bearish call.
MELI from to . Price movement, not the creator’s realized return.
Price up since 3 of 10 quotes · Stock ahead of SPY: 1 of 10
Leaderboard result: Not scored (no clear directional call). How it is scored
Daniel Pronk’s price target and valuation calls on MELI
A price target, a fair-value estimate and a price worth buying at are different things. Each line below quotes which one was said, and when.
Valuation view
5 years ago, Mercado Libre was overvalued. Straight up, It was a very, very expensive stock. So, What has happened over the past 5 years is the business has grown incredibly inc…
Valuation view
And in this DCF, we can see that Mercado Libre's stock could compound by 27% annually, and its fair value would be $4,000 per share, which is more than double where the stock is…
Price target
I wouldn't be surprised if long-term Mercado Libre ends up being Latin America's first trillion-dollar business. So, those are the reasons why I continue to buy it. I try to buy…
Valuation view
Additionally, Mercado Libre's fintech business did $15 billion in revenue in the trailing 12 months, which puts it roughly two quarters behind where Nubank is. Or in other words…
Price and the calls
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
MELI · daily close, split-adjusted · 2025-09-16 → 2026-10-28 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-09-30 | $2337 |
| 2025-10-31 | $2327 |
| 2025-11-28 | $2072 |
| 2025-12-31 | $2014 |
| 2026-01-30 | $2148 |
| 2026-02-27 | $1758 |
| 2026-03-31 | $1729 |
| 2026-04-30 | $1793 |
| 2026-05-29 | $1696 |
| 2026-06-30 | $1697 |
| 2026-07-31 | $1878 |
| 2026-08-31 | $1936 |
| 2026-09-30 | $1729 |
| 2026-10-28 | $1673 |
Use the left and right arrow keys to explore daily closing prices, Home and End for the first and last date, and Escape to dismiss the price tooltip. Tab to a numbered marker and press Enter to jump to its quote. Month-end prices are also available in the table below.
MELI · daily close, split-adjusted · 2025-09-16 → 2026-10-28 · source: Yahoo Finance
Table view: month-end closes
| Month end | Close |
|---|---|
| 2025-09-30 | $2337 |
| 2025-10-31 | $2327 |
| 2025-11-28 | $2072 |
| 2025-12-31 | $2014 |
| 2026-01-30 | $2148 |
| 2026-02-27 | $1758 |
| 2026-03-31 | $1729 |
| 2026-04-30 | $1793 |
| 2026-05-29 | $1696 |
| 2026-06-30 | $1697 |
| 2026-07-31 | $1878 |
| 2026-08-31 | $1936 |
| 2026-09-30 | $1729 |
| 2026-10-28 | $1673 |
What Daniel Pronk said, when
- 1
— Valuation view
41:01 “5 years ago, Mercado Libre was overvalued. Straight up, It was a very, very expensive stock. So, What has happened over the past 5 years is the business has grown incredibly incredibly well, but the share price has not grown at the same rate.”
Corrected · corrections log
- 2
— Disclosed holding
0:11 “I know that Mercado Libre is not considered a hyper scalar, but it is a stock that I am very bullish on and it is a large position in my portfolio.”
Opening an earnings video on Meta, Microsoft, Google and MercadoLibre, he explained why MercadoLibre was included.
- 3
— Valuation view
15:17 “And in this DCF, we can see that Mercado Libre's stock could compound by 27% annually, and its fair value would be $4,000 per share, which is more than double where the stock is currently trading.”
In a video on his top stocks for 2026, he ran a discounted cash flow model assuming about 25% annual free cash flow growth and a 20 price-to-free-cash-flow multiple.
- 4
— Disclosed buy
3:21 “The first stock that I have been buying over the past week and this one is Mercado Libre. Mercado Libre stock has continued to see weakness in the market, and It got down into the $1,600 range at the beginning of this week. And I have pretty much been buying a share of Mercado Libre every single day.”
Corrected · corrections log
- 5
— Disclosed buy
44:56 “I think Mercado Libre is definitely looking cheap in the market. This is one of the stocks that I have been adding to consistently in my portfolio while it has been on this downtrend.”
- 6
— Risk acknowledged
22:01 “Another rebuttal to the risk of the loan portfolio is that Mercado Libre is extremely conservative with their provisions for credit losses. Provisions on the credit portfolio remain above 100%.”
- 7
— Disclosed holding
13:54 “Am I buying Nubank? And The answer is no, because again, I own Mercado Libre. And the reason that I own Mercado Libre instead is because They have their massive e-commerce business that is also attached to a massive fintech business.”
Corrected · corrections log
- 8
— Price target
20:27 “I wouldn't be surprised if long-term Mercado Libre ends up being Latin America's first trillion-dollar business. So, those are the reasons why I continue to buy it. I try to buy a share pretty much whenever I can, and I have continued to buy Mercado Libre shares over the past month.”
Corrected · corrections log
- 9
— Mention
15:06 “Grew 62% year-over-year. The overall digital advertising market in Latin America grew 13%. year-over-year. So, Mercado Libre is growing four times faster than the market.”
Corrected · corrections log
- 10
— Valuation view
23:19 “Additionally, Mercado Libre's fintech business did $15 billion in revenue in the trailing 12 months, which puts it roughly two quarters behind where Nubank is. Or in other words, it's almost the same size as Nubank today. But Mercado Libre's entire business is valued at around $100 billion in the stock market right now.”
Pronk was explaining why he does not own Nubank. He argued that for about $30 billion more than Nubank's valuation, MercadoLibre offers a fintech business of similar size plus Latin America's largest e-commerce platform.
No quote added since · 17 later videos from Daniel Pronk · covers videos through
More from Daniel Pronk
All 9 companies →Daniel Pronk has spoken on camera about their own MELI position; the latest, : Added. See it in the disclosed holdings →
- Alphabet GOOGLValuation view+34.9%
- Meta METABuying the dip-15.5%
- Netflix NFLXRisk acknowledged-44.5%
- Amazon AMZNDisclosed buy-0.1%
- Brookfield BAMDisclosed holding+5.6%
- Nvidia NVDAValuation view+4.0%
How to read this
Quotes are short excerpts from Daniel Pronk's public YouTube videos, attributed to the speaker and linked to the timestamp. “Close that day” is MELI's split-adjusted closing price on the day the video was published (New York time); if markets were closed that day, the last close before it. If the stock has split since a quote, the card shows the price it traded at that day and, beneath it, the split-adjusted close the % change uses. “Since” compares that close with the latest close on 2026-10-28. It is a price observation, not the creator's realized return, and not investment advice. How the price change is calculated. Next to it we show SPY, the ETF tracking the S&P 500, over the same two dates — so a move can be read against the market rather than on its own: why we compare with SPY. Each quote also carries a label — Named as a pick, Risk acknowledged, Reducing — describing what kind of statement it was: see what the labels mean.
Coverage: 98 of 98 videos published since 2025-09-10 covered; 353 MercadoLibre mentions found. Prices as of 2026-10-28.
Independent record — not affiliated with or endorsed by Daniel Pronk. Request a correction or removal