Continued Buy Signal for Marcato Libre Based on Explosive Growth

3 months ago

Daniel Pronk

"At the beginning of 2020, Marcato Libre was producing $2.5 billion in revenue. And now as of the most recent quarter, they're doing $26 billion of revenue, which means Marcato Libre has 10xed its revenue since 2025. Its revenue growth rates are accelerating, and the business is phenomenal. In my opinion, Marcato Libre is producing around $5.3 billion in trailing 12 months free cash flow, making its current market cap of $118 billion very fair at 22.2 times free cash flow potential. That's why I have continued to buy much more Marcato Libre in my own portfolio."

The speaker highlights Marcato Libre's strong revenue growth, improved free cash flow, and fair valuation multiples. Emphasizing a long-term growth story, he states that these fundamentals justify his decision to add to his position, making it a compelling buy for long-term investors.

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