Thanks for the detailed video! Any particular reason why MELI trending down in last 2 days ?
@Shermanbal5 ай бұрын
Argentinian here. The situation affects MELI in the short term but strengthens it in the long term. With the recession, inflation is coming down and loans are starting to appear. We are weeks/months ahead of an investment boom.
@EarthwithTom5 ай бұрын
Appreciate the longer and more detailed earnings review!
@isaacb31515 ай бұрын
Hi, where I can get the updated version of the reverse DCF calculator?
@BrianFeroldiYT5 ай бұрын
Brianferoldi.com/rdcf
@isaacb31515 ай бұрын
@@BrianFeroldiYT Thanks! For some reason I'm not getting the mail with the link, not even in the spam folder.
@northraptor5 ай бұрын
Appreciate the update Brian. Great analysis on Meli and pointing out what to watch for.
@ku91455 ай бұрын
It seems MELI has stopped reporting some metrics: TPV, active users, and ad revenue. This is a bit concerning. Do you have any thoughts on this? Thanks
@DapaChrons5 ай бұрын
Tpv and active users are in all the materials for the q, ad revenue I can’t find but I don’t remember seeing it last q either
@nunofreitas88385 ай бұрын
Are you accounting de FX efect for the next years? And if the Fed mantain everything as it is or worst...?
@Jens6405 ай бұрын
Great earnings review. I have a totally different question. I have joined your channel as memebr but can't find the benefits of the membership like member only polls where can i tind them?
@robinnordblad84575 ай бұрын
Hi Bryan, great video as usual! One question: should one not deduct from FCF the cash they re-invest in their loan portfolio because it is a form of maintenance capex (ie, in order to maintain the same level of cashflow going fwd they have to re-invest part of the cashflow in the loan portfolio and so it cannot be used freely used by the company)?
@Blasterman865 ай бұрын
The fact that Argentina is a huge issue but MELI still presented such strong results is quite impressive. As an investor, I am very happy. In fact, after the previous Earnings (that caused the huge drop in MELI's valuation) I literally doubled my position. I would not be surprised to see MELI at the psichologic $2000 mark (or equivalent if a Stock Split ends up happening at some point - although I must say I would prefer not to have a split) if the overall market remains bullish.
@razmiks.94725 ай бұрын
As always, excellent review Brian. Do you think stock split would see more investor interest in $MELI?
@StockSpotlightPodcast5 ай бұрын
Good video. Looks like they stopped reporting on active users? Couldn’t find it in the deck this quarter
@AC-ge2tr5 ай бұрын
Just search for the term. Active buyers and active users is mentioned a couple of times in the shareholder letter
@ConorValue5 ай бұрын
I love your reverse DCF sheet. Have you ever thought about using a formula so you don’t have to manually calculate FCF growth rate every time? I’m guessing you intentionally like to see how different growth rates impact the share price.
@BrianFeroldiYT5 ай бұрын
I would LOVE that to exist! We've tried to make it, and it's never worked. We don't have the google sheets skills to do it. Do you???
@andreat32665 ай бұрын
Very well done !! HUGE time saver !!!! In short : Brians IN !!! 😉
@BrianFeroldiYT5 ай бұрын
Glad you liked it!
@jaeyoungchoi67905 ай бұрын
Can you do a revisit on inmode IMND?? It's been two years since you last made a video on it
@darrenmjones15 ай бұрын
Thanks for the in depth earnings review Brian and especially pointing out things to watch for. MELI is my largest holding and the one in which I have the most convicting.
@jonnagap875 ай бұрын
Great breakdown of what can be a a very complex earnings report. Long MELI!
@brianmalone36355 ай бұрын
Love the channel name change. You both create great content. I’m somewhat new to your channel and it always threw me off that it was named Brian Feroldi (no offense Brian). Best wishes and continued success.
@BrianFeroldiYT5 ай бұрын
Awesome! Thank you!
@Stolt0r5 ай бұрын
Thank you for these valuable videos ❤
@wdcstudios5 ай бұрын
Great video as always. Personally I always hoped for a rebranding to "The Three Brians" or "B Squared"
@jasonandrews73555 ай бұрын
B Cubed, maybe 😅?
@guillegadea5 ай бұрын
Great work! Thank you
@cianle-ginger8025 ай бұрын
Never heard so much talk about Apples in my life
@hawtwax5 ай бұрын
Good company. A buy for sure
@ericwust75765 ай бұрын
Always the best videos, thanks so much for all the analyses. If anyone knows similar yt accounts with a comparable quality, please let me know!
@JimMcNutty5 ай бұрын
Brian do you ever look at Chinese companies? I know they are far from antifragile but they are very cheap. I like PDD
@Dr.Dumpnpump5 ай бұрын
Serious question.. with a market cap well over 160B how big do you really think this thing can get? Do you really think you can get a 10x from a company this size? Don’t you think by that point alone it’s likely not a great investment from a RR prospective? Not even taking into account it being in a communist dictatorship controlled country with a declining population growth… yikes.
@samyueldanyo86795 ай бұрын
Their fcf is not meaningful they way Apple’s fcf is meaningful.