Transaction log
Feb 26, 2024 - Bought 1 @ $1,625.48 (1.00% wtg, coffee can)
Apr 3, 2025 - Bought 1 @ $1,942.46 (1.90% wtg)
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
MercadoLibre
Location: Montevideo, Uruguay
Profile
Industry: Internet retail
Sector: Consumer discretionary
Theme: Emerging markets consumer
5-Year shareholder growth: +50.2%/year
Estimated fair value: $4,360
Valuation assumption: 3.0% MFCF yield
Insider Ownership: 7.3%
Investors: Henry Ellenbogen (Durable Capital Partners), Rajiv Jain (GQG Partners), Lewis Kaufman (APAM), Tom Slater (Baillie Gifford)
History
