The creator strongly agrees with the assessment that Mercado Libre could become a $1 trillion company over the next 10-15 years, driven by its diverse and growing business segments.
Source Post
3 Undervalued Stocks Bill Ackman Is Buying Now
Jun 9, 2026
The creator discusses Bill Ackman's perspective on market parallels to the year 2000, highlighting how high-quality companies like Amazon, Meta, and Microsoft might be undervalued due to a focus on newer trends like AI and semiconductors. He also touches on the potential for Meta and Google to raise capital for capex and mentions concerns about certain software companies like Salesforce in the context of AI enablement.
Linked Mentions
Tickers discussed in this post
Google's significant capital expenditures exceeding operating cash flow may require equity or debt issuance, potentially impacting growth.
Mastercard is mentioned as an example of a great company with all-time high fundamentals whose stock is underperforming, leading an investor to sell due to opportunity cost.
Salesforce is highlighted as a software company that the creator worries more about, especially concerning AI enablement and pricing power.
Google is mentioned as a massive company issuing shares to raise money for capex, with the creator planning to share opinions.
Microsoft is viewed as a high-quality company that may be undervalued as the market chases newer trends.
Meta is identified as a potentially undervalued, high-quality company, with discussion around its potential capital raise for capex.
Amazon is mentioned as a high-quality company that might be undervalued due to a market focus on newer trends.
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Tracked calls opened from this post
MELIbuy opened Jun 9, 2026
+10.53%