First time in your channel. I liked the way the info was broken down and explained, good level of details and explaining what is behind the jargon. New sub!
Was shocked yesterday about the price action in MELI and was looking for explanations. So I found your channel. Great work of yours - helped me a lot and will add to my position. Greeting from Switzerland.
Thank you so much - I’m exited like you are. But your explanations bring clearness to my thoughts: again this could be a good point to add because MELI is investing in its moat. And it‘s already the second largest position in my portfolio 😂
For the Forward P/E and Forward Price to Free Cashflow, you mentioned, "I'm not sure if this is the best metric to use". It would be good to briefly say why.
14 วันที่ผ่านมา +1
He means that it is a company he invest heavily in growth at the moment and that cost. Amazon had non-existent PE for a long time before showing profits on paper. And they did well.
It's a buy, they invested in the business that is why we got a smaller margin, but those investissement are done to improve the business in the long run!!
I used to work for a credit card company. I wonder if they are getting too low a quality portfolio for credit card that leads to growth but too high credit losses?
Important. I live in dollars and my other choices for investment have returns in dollars. So returns on dollars are what matters to me. Returns in other currencies are swimming against a current.
I wonder when it was the last time you looked happy in the thumbnail. Does this mean Warren Buffet was right that we should not pick stocks and instead buy the index?
Insider tip -- people want videos more often when a stock is down. That seems to be where we provide the most value -- telling people what's going on. When the stock is up, they more often go about their day. FWIW, I'm up ~24% this year (market matching), so the portfolio is fine :)
![[MV] A leap of faith...ความเชื่อใจครั้งสุดท้าย (From "Petrichor the series")](http://i.ytimg.com/vi/U1piZH2CNXA/mqdefault.jpg)
Fabulous analysis and the level of details. I always look to this channel for MELI earnings analysis. Thanks for doing this Brian!
Not selling! I am buying
First time in your channel. I liked the way the info was broken down and explained, good level of details and explaining what is behind the jargon. New sub!
Brian I would love to see a video comparing TTD and APP
Thanks for this thorough analysis. Keeping focused on the long term potential for this amazing business!
Excellent analysis. Thanks as always for the walkthrough.
Amazing. This video brings me the clarity I needed it. Thank you and keep going!
Was shocked yesterday about the price action in MELI and was looking for explanations. So I found your channel. Great work of yours - helped me a lot and will add to my position. Greeting from Switzerland.
Not a chance im selling! Time to add
Good chance to get more shares at discount 🎉
Excellent analysis. I couldn’t find another thorough take on the ER as yours. Thanks 😊
Excellent analysis! Time to add up!
do you believe selling Atlassian was a mistake?
i bought more at 1750, lovely video
Thank you so much - I’m exited like you are. But your explanations bring clearness to my thoughts: again this could be a good point to add because MELI is investing in its moat. And it‘s already the second largest position in my portfolio 😂
Just bought the stock! Was waiting for a down turn
Outstanding analysis thanks for sharing I’m not selling a share
Not a fan of you calling this Amazon, they don’t have aws, Amazon’s biggest business. Still really enjoy your videos as always.
Thanks for the video!
Thanks for the effort
Great analysis, thanks Brian!
Already -15% today. Time to add.
Thank you so much, great analysis!
Great video Brian! Not long at all. Thank you, and I will buy more.
Mercado caída libre. My emphasis is currently on U.S. small-cap growth stocks.
is it a right time to buy?
Obviously
For the Forward P/E and Forward Price to Free Cashflow, you mentioned, "I'm not sure if this is the best metric to use". It would be good to briefly say why.
He means that it is a company he invest heavily in growth at the moment and that cost. Amazon had non-existent PE for a long time before showing profits on paper. And they did well.
Yeah but forward projections are often using EBITDA which accounts for that.
Great review Brian
Thanks Brian!
Very good analysis!!
Great analysis!
Thanks for the video, 100% with you on this one!
Buying 5 shares
It's a buy, they invested in the business that is why we got a smaller margin, but those investissement are done to improve the business in the long run!!
Thanks for the Update ❤
I do not understand how it is possible that their FCF margin is so high even taking into account the provisioning.
Awesome video thanks
their financial reports are the most difficult ones to undestand
Also my number one
Awesome sharing 🙏🏼❤️
I used to work for a credit card company. I wonder if they are getting too low a quality portfolio for credit card that leads to growth but too high credit losses?
22mins. Is this the earnings call?
LOL, that's fair. Was exhausted by the end
@ since I watched your thorough analysis I had to open a position today 😅
Great video!!
Adding up !
Must be a better buy today, after falling yet another 9%.
Great value! Long $MELI :)
Don’t forget.. 103% YoY FX Neutral
Important. I live in dollars and my other choices for investment have returns in dollars. So returns on dollars are what matters to me. Returns in other currencies are swimming against a current.
Excellent
I’m glad to own the Amazon of the US instead.
I wonder when it was the last time you looked happy in the thumbnail. Does this mean Warren Buffet was right that we should not pick stocks and instead buy the index?
Insider tip -- people want videos more often when a stock is down. That seems to be where we provide the most value -- telling people what's going on. When the stock is up, they more often go about their day. FWIW, I'm up ~24% this year (market matching), so the portfolio is fine :)