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Sam Kelley commented on a stock · Jan 18, 2022 12:33

Given growth profile, $MercadoLibre (MELI.US)$ and $Sea (SE....

Given growth profile, $MercadoLibre (MELI.US)$ and $Sea (SE.US)$ multiples have already deflated a lot -

NTM EV/revenue multiple for both ~6!

Disclosure - I'm long
Given growth profile, $MercadoLibre (MELI.US)$ and $Sea (SE.US)$ multiples have already deflated a lot - NTM EV/revenue multiple for both ~6! Disclosure - I'm...
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Sam Kelley
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