⁠App Economy Insights
$NU Nu Holdings Q4 FY24.

• Customers +22% Y/Y to 114M.
• Deposits +55% Y/Y FXN to $29B.
• ARPAC +23% Y/Y FXN to $11.
• Revenue +24% Y/Y to $3.0B ($0.2B miss).
• Net income +53% Y/Y to $553M. https://t.co/MfBb1uhAGh
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⁠Dimitry Nakhla | Babylon Capital®
Mercado Libre $MELI Q4 2024 Report 💰

📈Revenue: $6.06B (+37% YoY)
📈EPS: $12.61 (+288% YoY)

💸 $680M adjusted FCF in Q4
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Commerce Services: $2.84B
Commerce Product Sales: $709M
Total Commerce Revenues: $3.55B

Total Fintech Revenues: $2.50B

Items Sold: 525.5M
Total Payment Volume (TPV): $58.9B
Gross Merchandise Volume (GMV): $14.5B

Mercado Libre $MELI reports its Q4 earnings today

Here are the estimates:

Revenue $5.94B (+39.43% YoY)
EPS $7.56 (+132.61% YoY)
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Additional parts of $MELI's business to keep an eye on for YoY comparison (the numbers below reflect the Q4 2023 report and YoY comparison to Q4 2022):

Commerce Services: $1.96B (45% YoY)
Commerce Product Sales: $502M (61% YoY)
Total Commerce Revenues: $2.46B (48% YoY)

Total Fintech Revenues: $1.80B (34% YoY)

Items Sold: 431M (29% YoY)
Total Payment Volume (TPV): $56.51B (153% YoY)
Gross Merchandise Volume (GMV): $13.5B (79% YoY) - Dimitry Nakhla | Babylon Capital®
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⁠Dimitry Nakhla | Babylon Capital®
Booking Holdings $BKNG Q4 2024 Report 🗓️

•Rev: $5.47B (+14% YoY) vs $5.18B est

•EPS: $41.55 (+30% YoY) vs $35.89 est https://t.co/5fl3cDXpxA
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⁠App Economy Insights
$MELI MercadoLibre Q4 FY24:

• Revenue +37% Y/Y to $6.1B ($120M beat).
📦 Commerce +44% Y/Y to $3.6B.
💳 Fintech +29% Y/Y to $2.5B.

• GMV +8% to $14.5B.
• TPV +33% Y/Y to $58.9B.
• EPS $12.61 ($5.05 beat). https://t.co/ue1l4q8tF2
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⁠Stock Analysis Compilation
Clearbridge Canadian Equity Strategy on Parkland $PKI US

Thesis: Parkland is a leading fuel and petroleum marketer with a strong cash flow, active deleveraging, and a focus on shareholder returns despite facing challenges in 2024.

(Extract from their Q4 letter) https://t.co/kX2wf6Ljsm
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⁠Quiver Quantitative
Pete Hegseth just announced that the Department of Defense is planning on refocusing, not cutting, 8% of the military budget: https://t.co/C8i2IDrUgv
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⁠Quiver Quantitative
RT @InsiderRadar: 🚨BREAKING: CEO and CFO Insider Purchases at $NE

The CEO of $NE has just reported a $350k purchase of the company's stock, and the CFO has reported purchasing $223k.

This is the first insider purchase reported by the CEO in over 4 years.
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⁠Hidden Value Gems
Will $BABA case change from a deep value/turnaround into a Meme stock like $GME now ? 😀

"Investor Ryan Cohen, known for his involvement with GameStop, increased his stake in Alibaba to approximately $1 billion, further boosting the stock's performance. Cohen's investment underscores the confidence in Alibaba's growth prospects, especially among meme-stock traders."

h/t @gurufocus
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⁠Finding Compounders
“He equated buying stocks with buying a truckload of pigs”

How Mr Womack Made a Killing by John Train https://t.co/PDfksO90lT
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