$Wal-Mart(WMT)$ MercadoLibre as the commerce platform of the Americas. What if Walmart made the biggest acquisition in its history? MELI could instantly give Walmart a dominant digital ecosystem across Latin America, combining e-commerce, Mercado Pago, advertising, fintech, and logistics with Walmart's massive physical retail and supply-chain network. Walmart's North American scale paired with MELI's Latin American leadership, plus Mercado Pago, two huge logistics ecosystems, and a powerful new high-growth engine. Together, they could build a commerce network stretching across the Americas. There's another reason Walmart should consider it. If Walmart doesn't buy MercadoLibre, what happens if Amazon does? $250B is a massive bet. Losing MELI to your biggest competitor could be an even bigger one. Who should buy MELI: WMT, AMZN, or AAPL?
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