It’s crucial not just to own stocks but truly understand what these companies do. And if you can’t describe them in one sentence? Well, you might not know them well enough. Here are the one-liners for each stock in my portfolio 👇 ❄️ $SNOW - A cloud-based data warehousing platform offering scalable storage and computing, enabling enterprises to efficiently store, process, and analyze big data while paying only for used services. 🛡️ $CRWD - Their Falcon platform uses ar...
MercadoLibre's recent earnings disappointment is viewed as a buying opportunity. The company's strategy to sacrifice margins for market share and its potential for growth in Latin America are noteworthy. Its fintech business caters to a large unbanked population transitioning to digital payments.
$MercadoLibre(MELI.US)$its heavily shorted now. imagine waking up in the morning just to short a perfectly good company stock to fall is highly not normal.
MercadoLibre's transition to profitability and ongoing business reinvestment is viewed favorably. The stock's impressive 261% return over the past five years reflects investor appreciation of these changes. If these trends persist, MercadoLibre could have a promising future.
Despite the drop in shares, the company's robust user growth and strong performance in various segments indicate potential for future growth. The stock market's reaction to the news may present a good opportunity to buy MercadoLibre shares.
MercadoLibre's e-commerce business demonstrated robust revenue growth with Q4 sales soaring 42% Y/Y to $4.26B. Its fintech business also saw another sequential quarter of revenue growth with total payment volume leaping 57.2% Y/Y to $56.51B.
MercadoLibre股票讨论区
Sharing from Shay Boloor
Here are the one-liners for each stock in my portfolio 👇
❄️ $SNOW - A cloud-based data warehousing platform offering scalable storage and computing, enabling enterprises to efficiently store, process, and analyze big data while paying only for used services.
🛡️ $CRWD - Their Falcon platform uses ar...
2007年上市的乌拉圭公司,主要做电商平台业务,主要市场在巴西、阿根廷和墨西哥,当前价格1787。
5年来营收高速增长,2022年增速下降到49%,营业利润2020年扭亏,2022年增长1.3倍达到10.3亿,净利润2021年扭亏,2022年达到4.8亿。2022年利息费用占营业利润的5.4%,利息负担不重。毛利率近5年从48.4%下滑到42.5%,2022年大幅提升到49%,净资产收益率2022年达到28.7%。
2023前3季度营收增长35.5%,营业利润增长1.3倍,净利润增长1.6倍达到8.2亿。
5年来资产负债率从85%增长到86.7%。 近两年应收增长过快,2021年从13.78亿增长19.6亿到33.38亿,占营收的47%,2022年从33.38亿增长16.4亿到49.75亿,占营收的47%,而这两年净利仅有5.7亿。应收比例异常说明商业模式和普通电商应该有较大差异。
长期借款21.43亿,占净资产27.41亿的78%。库存股5.87亿。
5年来现金流经营净...
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