MercadoLibre posted a strong Q3 with broad-based growth across commerce, fintech, and credit, supported by record buyer activity and expanding infrastructure. Margins tightened, but investments remain deliberate and strategic. Revenue rose 39% YoY, with fintech and credit leading the acceleration. Operational depth, not the quarterly margin, continues to anchor long-term value creation. Competi...
Taiwan Semiconductor is benefiting from the massive AI infrastructure build-out. The Trade Desk is still performing well despite bearish market sentiment.
Investing in industry leaders with vast growth avenues is a great way to earn superior long-term returns. The two companies below fit that profile and also have excellent competitive moats.
Some of these companies are firing on all cylinders and trading at lofty valuations. Others face short-term challenges that have them looking like "buy the dip" opportunities.
Baron Fifth Avenue Growth Fund gained 5.7% during the third quarter, lagging the 10.5% gain for the Russell 1000 Growth Index and the 8.1% gain for the S&P 500 Index, the Fund's benchmarks. NVIDIA reported mid-term visibility of tens of GWs in AI buildouts, with each GW representing an estimated $35 billion total addressable market. Growth was broad-based across Shopify's core e-commerce mercha...
MercadoLibre remains a top growth stock pick, leveraging its dominant marketplace and fintech presence across Latin America. MELI's revenues have surged nearly 40% YoY, with user growth and expanding fintech adoption driving robust top-line gains. Despite recent flat net income, strategic investments are expected to yield rapid EPS growth, making MELI's current valuation attractive.
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