5G·

Post-purchase Mercado Libre


After having built up my position in $MELI (+1,33%) by means of a savings plan, I had the opportunity to invest in a first large tranche today after the setback.


Some thoughts on $MELI (+1,33%) :


  • high growth in the emerging region of South and Central America (Brazil, Argentina, Mexico)
  • already profitable despite huge investments in growth
  • interesting combination of e-commerce and FinTech


The high and profitable growth naturally has its price: the share is currently trading at a P/E ratio of 57. The free cash flow yield is nevertheless attractive and currently stands at around 5.7%. The company therefore generates a high level of cash from its operating business.


The share is comparatively volatile, so I will continue to take a cautious approach here and continuously expand the position via a savings plan.


Stay tuned

Yours Nico Uhlig

07.11
Mercadolibre logo
Acquistato a 1.655,80 €
21
15 Commenti

immagine del profilo
It should also be noted that the missed earnings are due to large investments in fulfillment center, which is even better in the long term, but hits costs in the short term. However, as an investor I prefer this and you can even buy dips.
4
immagine del profilo
It's already on my watchlist, but I'd still like a little discount 😁 If I have another bad day, $MELI could end up in my portfolio. Damn, I actually wanted to reduce the size of the portfolio 😂
3
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immagine del profilo
Haven't followed the last earnings. How high was / is the sales growth YoY?
1
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immagine del profilo
1
immagine del profilo
What is the reason for the setback?
1
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