10 Comments
Jun 5Liked by Wolf of Harcourt Street

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.

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author

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.

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May 5Liked by Wolf of Harcourt Street

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!!!

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author

Muchas gracias mi amigo

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Apr 18Liked by Wolf of Harcourt Street

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

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author

Much appreciated Mathias, glad you enjoyed it

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Apr 7Liked by Wolf of Harcourt Street

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

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author

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

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Apr 7Liked by Wolf of Harcourt Street

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

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author

Thanks for the feedback glad you enjoyed it 👍

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