MercadoLibre: 2024 Financial Model and…

[MB657]

Really nice piece of analysis. Thanks for sharing!

[Wolf of Harcourt Street]

Thanks for the feedback 👍

[Peter]

Thanks for the analysis.

I have a question though: shouldn't you discount the terminal value of 86,738 back to the present? I believe that terminal value is for the year 2028.

[Wolf of Harcourt Street]

Thanks for the feedback. The terminal value of 86,738 has been discounted based on the 2028 FCF. Formula is as follows: (6,803*(1+2%))/(10%-2%). I hope that helps.

[Pablo Javier.]

Excelente y completa evaluación para una compañía también excelente! MELI nunca estuvo en duda. Es una de esas para "hold it, don´t sell it"!

Gracias!!!

[Wolf of Harcourt Street]

Muchas gracias mi amigo

[Learning To Grow]

Thanks a lot for this write up Wolf - excellent as always!

[Wolf of Harcourt Street]

Much appreciated Mathias, glad you enjoyed it

[gere67]

I am analyzing now Sea ltd. Could be a good idea for a ✍️ 🆙

[Wolf of Harcourt Street]

I’ve written about Sea quite bit, should be a recent article on the Q4 earnings if you search on our website

[gere67]

Great analysis with margin of safety! Pulled the trigger last Friday for a 3% position!

[Wolf of Harcourt Street]

Thanks for the feedback glad you enjoyed it 👍