Heavy Moat Investments (@heavymoatinvestments): "Mercado Libre is cheap, but please don’t value it on FCF right now without making adjustments. I get to $6 billion in owner earnings after adjusting customer funds and adding back. It’s like a 15x FCF multiple, cheap for their growth profile."

Make money doing the work you believe in

Mercado Libre is cheap, but please don’t value it on FCF right now without making adjustments. I get to $6 billion in owner earnings after adjusting customer funds and adding back. It’s like a 15x FCF multiple, cheap for their growth profile.

Misunderstood Multibaggers

Feb 25

At a forward P/FCF of just 8, $MELI is definitely attractive.

Feb 26

5:02 PM

Make money doing the work you believe in

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