Transaction log
Feb 26, 2024 - Bought 1 @ $1,625.48 (1.00% wtg, coffee can)
Apr 3, 2025 - Bought 1 @ $1,942.46 (2 shares, 1.90% wtg)
Upgraded to coffee can innovators
Estimated fair value history
Jun-24 - $3,290 (3.0% MFCF yield)
Sep-24 - $3,465
Dec-24 - $3,778
Mar-25 - $4,073
Jun-25 - $4,360
Sep-25 - $4,664
Dec-25 - $5,072
Mar-26 - $4,716 (3.5% MFCF yield)
MercadoLibre
Location: Montevideo, Uruguay
Profile
Industry: Internet retail
Sector: Consumer discretionary
Theme: Emerging markets consumer
5-Year shareholder growth: +44.5%/year
Estimated fair value: $4,716
Valuation assumption: 3.5% MFCF yield
Operating income/gross profit: 21.9%
Insider ownership: 7.3%
Investors: Henry Ellenbogen (Durable Capital Partners),Rajiv Jain (GQG Partners),Lewis Kaufman (APAM), Tom Slater(Baillie Gifford)
