reddit.com
Subsites
Posts
[ Removed by moderator ]
Mercado Libre (MELI): A deep dive into MELI’s credit business
Mercado Libre's credit business is talked about a lot. So we did some research and analysis. We looked at its credit portfolio composition (across product and geography), loan duration, exposure per user, funding model etc. We also benchmarked MELI's credit risk and returns, against Nubank across key metrics such as …
/r/Stocks Weekend Discussion Saturday - Oct 10, 2026
This is the weekend edition of our stickied discussion thread. Discuss your trades / moves from last week and what you're planning on doing for the week ahead. Some helpful links: * [Finviz](https://finviz.com/quote.ashx?t=spy) for charts, fundamentals, and aggregated news on individual stocks * [Bloomberg market news](https://www.bloomberg.com/markets) * StreetInsider news: * …
Reverse DCF + Base Rates: A Better Way to Test Growth Expectations
I recently wrote about reverse DCF and one concept I think deserves more attention: **base rates**. Instead of only asking whether a company's growth story sounds plausible, base rates ask how often similar companies have actually achieved that level of growth historically. That makes reverse DCF more useful: first identify …
Anthropic: ~$145B raised, $2T IPO target. What profit makes that work?
Strip it back: investors have put roughly \~$145B into Anthropic since 2021. It’s now reportedly targeting a $2T valuation at IPO, about 14x every dollar ever invested. I know tech isn’t valued on capital raised. It’s valued on future earnings. But a big chunk of that \~$145B has already gone …
Right now MRVL is my FAVORITE stock by far
After their updated guidance on investor day last week what’s not to love? 58% annualized revenue growth from now to 2030 at the midpoint 😮 And the reason I like the stock now is because NONE OF THIS IS PRICED IN. I say let the people keep talking about an …