What happened
A certain rather plump pension fund named Generali Powszechne Towarzystwo Emerytalne-better known to its friends as Generali PTE-has recently stuck its beak into MercadoLibre’s nest. According to the U.S. Securities and Exchange Commission’s latest ledger, the fund acquired 10,070 shares of MercadoLibre (MELI +0.34%) during the third quarter, leaving it with a reported $23.53 million in feathers and a 4.56% stake in the fund’s $515.98 million treasure chest of U.S. equity assets. One might say the goose is gaga over this new investment.
What else to know
This is no ordinary pecking; it’s a full-on beak-first dive into MercadoLibre’s pond. The new holding, while not among the fund’s top five treasures, now glints proudly in its collection. Here’s what else gleams in the fund’s vault:
- META: $36.72 million (7.1% of AUM) as of 2025-09-30
- AMZN: $35.79 million (6.9% of AUM) as of 2025-09-30
- NOW: $33.36 million (6.5% of AUM) as of 2025-09-30
- MU: $32.63 million (6.3% of AUM) as of 2025-09-30
- UNH: $31.20 million (6.0% of AUM) as of 2025-09-30
As of October 27, 2025, MercadoLibre’s shares were trading at $2,282.32, having fluttered up 11% over the past year. Yet even this golden egg-laying goose has stumbled, trailing the S&P 500 by 7.32 percentage points-a rather unimpressive performance for a bird so proud of its plumage.
Company Overview
| Metric | Value |
|---|---|
| Price (as of market close 2025-10-27) | $2,282.32 |
| Market Capitalization | $115.71 billion |
| Revenue (TTM) | $24.10 billion |
| Net Income (TTM) | $2.05 billion |
Company Snapshot
MercadoLibre, Inc. is a digital emperor ruling over Latin America’s e-commerce and fintech kingdom. With an ecosystem of services-from Mercado Pago to Mercado Shops-it stitches together a tapestry of transactions, payments, and financial trickery. Its courtiers include logistics, advertising, and lending, all bowing to the emperor’s whims while pocketing fees from hapless merchants and buyers.
IMAGE SOURCE: GETTY IMAGES.
The emperor’s coffers grow fat on transaction fees, advertising gold, and logistics levies, all while its fintech serfs multiply. Monthly active users of its financial tools swelled to 67.6 million-a 30% leap-and unique active buyers hit 70.8 million, a number so large it could fill a stadium with confused consumers.
Foolish take
Generali PTE’s new peck at MercadoLibre is a curious omen. The stock, currently trading at a P/E ratio of 57, resembles a goose with a golden egg stuck in its throat-gleaming but gasping. Yet the emperor’s recent Q2 report shows sales growth of 34% to $6.8 billion, fueled by a 25% surge in buyers. One might call it a “thriving” goose, but thriving in a world where tariffs loom like storm clouds and macroeconomic factors flit about like mischievous imps.
MercadoLibre’s fintech empire is growing, but its overreliance on Latin America’s volatile markets makes it a fragile fowl. While Amazon flaps its wings across oceans, MercadoLibre’s eggs remain in a single basket, vulnerable to inflation, political tantrums, and the occasional economic coup. For the average investor, this goose is a bit too greedy and a tad too gassy to trust.
Glossary
13F reportable assets: The SEC’s little ledger book where funds list their shiny treasures.
Assets under management (AUM): The total value of a fund’s investments, often described as “the goose’s nest.”
Position: A fund’s stake in a security, or how many feathers it’s plucked from a stock’s tail.
Top holdings: The biggest treasures in a fund’s vault, ranked by size.
Fintech: Financial technology, or the emperor’s magic wand for payments and loans.
Logistics solutions: Services for moving goods, like a goose’s delivery gills.
Value-added services: Extra features that make customers pay more, often disguised as “convenience.”
Ecosystem approach: A business strategy where everything is interconnected, like a goose’s webbed feet.
Transaction fees: Charges for letting people buy things, usually taken from the goose’s golden eggs.
Quarter-end: The end of a three-month period, when accountants count the eggs.
TTM: The past 12 months, a timeframe so long it could make a goose forget its own name.
And so, dear reader, the goose flaps on. But remember: even the greediest goose can fall from the sky. 🦆
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2025-10-29 02:12