Mercadolibre's PLUNGE: Is This The Beginning of a Long-Term Fall from Grace?
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- Опубликовано: 21 фев 2024
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As usual, Brian does a terrific job of explaining MercadoLibre's business. Personally, I think it's too early to fret about MELI optimizing profits. With revenue still increasing over 30% each quarter, I'm more excited by the business they're building than how much profit they can currently squeeze from it. Overall, MELI is on track.
Definitely. They’re still in significant growth mode. No one worrying about Amazon profitability. Profitability is just on hold atm but it will come when they want it to.
Thanks Dave
Cash flows is where it's at. Profit is just the accountants opinion.
Thank you for such a quick feedback on that stock report.
How many moving pieces are there Brian?
Nice job Brian. A lot of moving pieces here.
Thanks for the Update ❤
Good video! What do you think of STNE and NU? both in LATAM. Any chance you can review these stocks? (disclaimer: i have both in my portfolio).
Thanks for the video!
Thanks for the recap on MELI earnings. Good analysis. Can you please tell me where you got the graph of the "Mercardo Pago Payment Volume" that you show at 9:12 in your video? Thank you
Great insights
Is it a one time tax charge or they are going to be in a different tax bracket going forward ?
It's in the 1300s do you still hold the same opinion? Great video
Great analysis! number of times you sold "Moving parts" !:)
Id say with 40% growth, they're definitely still in mega/hyper growth stage
Agreed. Growth growth growth. This is obvious imo.
Very well done explanation! Looking forward for your next video!
Great!
Hey Brian what software do you use to record your videos to do the side by side?
Tella
Great video, thank you!
Thanks
Hi Brian, Crowdstrike shareholder here, how do you feel about their share compensation?
Can you do Square ?!?!
Not sure where the $4.631 billion in FCF for the reverse DCF came from. Certainly does look cheap when you nearly double the actual FCF......
Why ignoring pe and peg ratio to value the company? Just because it makes the company look overvalued?
My number 1 holding also, and with my highest conviction. They've navigated the difficult markets of Latin America for years and I'm confident in the management.
I had trouble Finding NIMAL.
What is their moat? Their strong relationship with other key players? Seems less deep than for example NVDA’s massive technological advantages
You've had a good run old man
I’m not sure I agree with where MELI are in its growth cycle. I believe with what we’re seeing in the numbers they’re actually a little earlier than 4. That’s just my personal viewpoint however and really appreciate the coverage on this one. Great job 👏
That's fair
My #1 holding as well , at just under 5%. Definitely holding. Company still sounds like a winner long term 😅
Thanks for the vid but is my guy's shirt inside out?
Lmao
😂😂😂😂
You bet! I live on a farm in Costa Rica during the winter and internet is only available in one side. Would’ve taken too long to go home and get a shirt without distracting writing in it!
No worries. For the value you provide with these videos it doesn't concern me :)@@stoffelbrian
i would switch out of MELI and go into NVDA
Not sure where the $4.631 billion dollars on the reverse DCF came from. Certainly does look cheap when you nearly double the actual FCF....
That’s their FCF over the past 12 months
Does this take into account the change in working capital from funds payable to customer? That's $1.5bn and they actually can't touch it @@stoffelbrian
Traducir en Español .
Man. This is one complicated company.
A company based in another country is generally a no go for me unless I’m familiar with the financial standards and trust them. Uruguay is not one of those countries. I’ll pass on that basis alone.
clueless
as you said PE and forward PE much to high, plus latin america risk and you have a big no for an investment. Why do you even go on looking at cash flows.... If the price halfs I will take a look again
No hablo Ingles
You've had a bad week bro!
you need to fix your mike. Needs to normalized volume.
Two very bad days for Brian. CRWD will do fine though.
As will MELI
Let’s see how CRWD does now we’ve heard the bad news coming from Palo Alto.
Latin America?! $MLI is very strong in the broken economy of Argentina. In Brazil, the largest economy in Latin America, it has a strong competition with Amazon, Magazine Luiza, Casas Bahia, Shopee, AliBaba, etc. I don´t see a good future for it.