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Dave Ahern's avatar
Dave Ahern
$6.8MFollowers
@ifb_podcastMay 4
$MELI Mercado Libre Q1 2023 Free Cash Flow Visualized
$MELI reported earnings yesterday and needless to say it was a blockbuster for the company.

I thought it might be fun to look at the free cash flow generation for the company based on their numbers for the quarter. The FCF can look higher depending on your view on long-term equity awards and provisions for doubtful accounts, but all in all it was a fantastic quarter for the company, more to come soon.

All numbers taken from the latest quarters results.

Hope you enjoy!
Image upload
MercadoLibre, Inc.
MercadoLibre, Inc. First Quarter 2023 Letter to Shareholders | MercadoLibre, Inc.
The Investor Relations website contains information about MercadoLibre, Inc.'s business for stockholders, potential investors, and financial analysts.
Ben's avatar
Ben
@rpinvestmentsMay 4
200% yoy EPS growth. Despite lapping ‘21 and ‘22 pandemic e-commerce boom years
Dave Ahern's avatar
Dave Ahern
@ifb_podcastMay 4Author
@rpinvestments kinda nuts, huh? Especially at that size and previous growth rates.
Dave Ahern's avatar
Dave Ahern
@ifb_podcastMay 4Author
@rpinvestments still gotta dig in, but man....
Heavy Moat Investments's avatar
Heavy Moat Investments
@stonkmetalMay 4
A wonderful quarter. Love to see the cash generation
Joey Hirendernath's avatar
Joey Hirendernath
@joeyhirendernathMay 4
A great quarter! @wolfofharcourt would appreciate this visual
Wolf of Harcourt Street's avatar
Wolf of Harcourt Street
@wolfofharcourtMay 4
@joeyhirendernath Cool visual Dave 👍
Beaver Capital's avatar
Beaver Capital
@beaver_capMay 4
Love to see it! Incredible execution over some tough postcovid years
Joshua Simka's avatar
Joshua Simka
@tomatoMay 5
Given $MELI's good quarter, what was it that the market didn't like?

Image upload
Beaver Capital's avatar
Beaver Capital
@beaver_capMay 5
@tomato great question, I couldn’t find anything not too like? Profit taking maybe since it has run up a lot in recent months?

Selfishly, I wouldn’t mind a pull back cause then I would add more haha
Joshua Simka's avatar
Joshua Simka
@tomatoMay 5
@beaver_cap As long as no red flags stand out to you. I may follow suit because it's been a little while since I have added to my $MELI position.
Rihard Jarc's avatar
Rihard Jarc
@rihardjarcMay 5
Really great results from $MELI, seems to dominate LatAM even more.
Alan's avatar
Alan
@prinzmyschkinMay 5
I’ve been building up cash for a while and might add to Meli and Regeneron on yesterday’s dips.
Nathan Worden's avatar
Nathan Worden
@nathanwordenMay 5
Impressive Free Cash Flow. Love the visual Dave!
Dave Ahern's avatar
Dave Ahern
@ifb_podcastMay 10Author
@nathanworden Thanks! 🙏🏼
Dave Ahern's avatar
Dave Ahern
$6.8MFollowers
@ifb_podcast
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