Dan Caplinger
speaker
1,715 appearances
16 recordings
4 series
first heard Oct 2023
last heard 18 Sep
Dan Caplinger’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 15 in all, peaking in Nov 2025 with 3.
Appearances
While they have come back down and said, okay, maybe we're not going to give that because there were a whole bunch of GA folks that were appalled by that and saying, hey, you got us to spend $600, $800 on a receiver and now suddenly you're jacking the monthly subscription price up and threatened all kinds of stuff.
That I didn't think was going to go anywhere.
But you've seen this from companies like Garmin, ticker GRMN, where, yes, their primary GPS technology got commoditized, but there are niche purposes like aviation, like marine, where you're able to charge a lot more because the marginal utility is a lot higher in those use cases.
Same is going to be true for these companies that are able to discreetly serve those markets
and extract full value from them, I think are going to be financially successful.
Again, not sure if it's enough to justify the valuations involved at this point, but they're not going to just disappear.
Dan, I'm pitching another bargain stock opportunity.
MercadoLibre ticker MELI is down 10% after first quarter results.
Revenue, very strong for the Latin American e-commerce company, but profits were down.
They missed the consensus forecast by quite a bit.
The concern here is that part of MercadoLibre's business is its Mercado Pago credit division.
It has been boosting the amount of leverage it has as it extends credit to more customers.
U.S.
investors seem to be concerned about that.
But MercadoLibre knows its environment, it knows its geography, it knows its customers.
Big gains in merchandise volume over the e-commerce site, total payment volume on the financial side, other key metrics.
Long-term thesis is intact here, and getting to buy on a 10% dip, I think, is a value opportunity for you.
It's interesting because there are so many different perspectives to look at this from.
From the perspective of the American consumer, things look pretty bad.
Gas prices where I live were around $2.80 a gallon in December.
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