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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
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Mercado Libre $MELI Q4 2024 Report 💰
📈Revenue: $6.06B (+37% YoY)
📈EPS: $12.61 (+288% YoY)
💸 $680M adjusted FCF in Q4
___
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)
___
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) tweet
Offshore
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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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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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Offshore
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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 ($5.05 beat). https://t.co/ue1l4q8tF2
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$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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Offshore
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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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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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Offshore
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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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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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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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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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Offshore
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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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“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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Offshore
Video
Startup Archive
Jeff Bezos explains the idea of “paper cut” teams
“There are big things that are really important to manage — and by the way, it’s astonishingly hard to focus on just the big things. Even though they’re obvious, they’re really hard to focus on. But in addition to that, there are all these tiny customer deficiencies. We call those ‘paper cuts,’ and we make long lists of them. Then we have dedicated teams that go fix paper cuts. That’s because the teams that are working on the big issues never get to the paper cuts. They never work their way down the list. They’re working on big things — as they should and as you want them to — so you need special teams who are charged with fixing paper cuts.”
Video source: @lexfridman (2023)
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Jeff Bezos explains the idea of “paper cut” teams
“There are big things that are really important to manage — and by the way, it’s astonishingly hard to focus on just the big things. Even though they’re obvious, they’re really hard to focus on. But in addition to that, there are all these tiny customer deficiencies. We call those ‘paper cuts,’ and we make long lists of them. Then we have dedicated teams that go fix paper cuts. That’s because the teams that are working on the big issues never get to the paper cuts. They never work their way down the list. They’re working on big things — as they should and as you want them to — so you need special teams who are charged with fixing paper cuts.”
Video source: @lexfridman (2023)
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Offshore
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Investing visuals
Why I believe Nebius $NBIS has a lot of potential (hint: it is not their hardware business) 👇
$NBIS is a so called "Neo-Cloud" business. Providing GPU compute capacity to other businesses. Due to their own high-tech datacenter they can do so at competitive pricing.
But...this is where the near to mid-term growth is and only a part of what makes $NBIS compelling to me. The most interesting part is their vertically integrated offerings.
A full stack AI platform: from bare metal hardware consisting of GPU & datacenters, to managed cloud clusters, to a software stack they are building on top of it.
To me, its software stack is the most interesting part long term. If GPU's become a commodity, their biggest driver of growth could be the software ecosystem that they are currently building. Toloka is a great example growing 140% YoY. The more they build on top of their own infrastructure, the wider $NBIS moat will become.
Oh and let's not forget $NBIS autonomous driving and delivery robots (Avride) plus its EdTech business (Tripleten).
Love it.
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Why I believe Nebius $NBIS has a lot of potential (hint: it is not their hardware business) 👇
$NBIS is a so called "Neo-Cloud" business. Providing GPU compute capacity to other businesses. Due to their own high-tech datacenter they can do so at competitive pricing.
But...this is where the near to mid-term growth is and only a part of what makes $NBIS compelling to me. The most interesting part is their vertically integrated offerings.
A full stack AI platform: from bare metal hardware consisting of GPU & datacenters, to managed cloud clusters, to a software stack they are building on top of it.
To me, its software stack is the most interesting part long term. If GPU's become a commodity, their biggest driver of growth could be the software ecosystem that they are currently building. Toloka is a great example growing 140% YoY. The more they build on top of their own infrastructure, the wider $NBIS moat will become.
Oh and let's not forget $NBIS autonomous driving and delivery robots (Avride) plus its EdTech business (Tripleten).
Love it.
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