Investing Experts Investing Experts Live: Beth Kindig and Andres Cardenal's top growth picks for 2026
8 snips
Jan 28, 2026 Andres Cardenal, founder of The Data Driven Investor and Latin America growth analyst, backs MercadoLibre as a top 2026 growth idea. Beth Kindig, AI and tech analyst at Tech Insider Network known for early AI calls, highlights Bloom Energy for AI data center power. They debate AI energy constraints, MercadoLibre’s fintech and logistics moat, and Bloom’s fast on-site power solution.
AI Snips
Chapters
Transcript
Episode notes
AI Demand Outstrips Supply
- AI demand is outsized and supply constraints create investment opportunities.
- Beth Kindig warns a short-term correction is possible but calls remain buy-the-dip.
MercadoLibre's Multi-Layered Moat
- MercadoLibre is the dominant e-commerce and fintech platform across Latin America with multiple moats.
- Andres Cardenal highlights unrivaled logistics, network effects and brand trust as sustainable advantages.
Interpret Margin Compression As Investment
- Expect margin contraction when management prioritizes long-term growth over short-term profits.
- Investors should view these moves as deliberate investments into market share and scale.