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迈克尔·伯里最近购买了3000股Mercado Libre,投资超过780万美元。该公司在南美电商市场中占据领先地位,尤其在阿根廷、巴西、委内瑞拉和墨西哥。尽管面临经济挑战,Mercado Libre仍持续增长,年收入达240亿美元,且每年增加50亿美元。尽管其市盈率在40-50之间,但考虑到其30%的年增长率,仍然被认为是合理的长期投资。伯里预计其股价将增长十倍,但也需关注拉美国家的经济不稳定性对消费的影响。
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