Buying Opportunity in Marcato Libre
"Now, to put it simply, I do not know why Marcato Libre stock continues to sell off so much because the last quarter in my opinion was extremely good. The business is continuing to see the growth rates to its fundamentals accelerate. It just had a quarter where it posted 39% year-over-year revenue growth on a revenue base of over $20 billion a year. As Marcato Libre stock continues to fall, I have continued to consistently buy shares on the way down. I simply look at the value of the business and ask if I think the valuation is attractive and if it is then I will continue to buy."
The speaker highlights Marcato Libre's strong fundamental growth with 39% YoY revenue increase on a large revenue base, noting that despite a significant price correction, the underlying business remains robust. He expresses his conviction by consistently buying shares during the sell-off, seeing the current valuation as an attractive entry point.
Continued Buy Signal for Marcato Libre Based on Explosive Growth
"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.
Aggressive Buying of Marcato Libre Amid Correction
"And the first stock that I want to discuss that I am actively buying is Marcato Libre. ... So, for all of those reasons, I have continued to buy more Marcato Libre. And I believe that this is actually the number one stock that I have continued to add to my portfolio over the past month. And as the stock has fallen, I have been getting more and more aggressive. If the stock does see any weakness after earnings, and I'm actually kind of expecting it to, then I will be looking to add to my position even more."
The speaker discusses his active buying of Marcato Libre, emphasizing that its current 20% correction, driven by competitive and political concerns, presents an attractive buying opportunity. He highlights the company s history of using lower free shipping thresholds to spur growth and deepening its competitive moat.
Buy Marcato Libre (ME)
"Finally, stock number four is Marcato Libre, stock ticker ME. Shares of ME have fallen more than 15% in the last month, making this a potential great opportunity to add a solid growth name from outside the US to your portfolio. Given its robust revenue growth and the expansion of both its core e-commerce and payment processing platforms, I see this as a strict buy. I won"t be looking at options for this stock due to the high per share price and low volume, so it"s a straightforward buy in my opinion."
The speaker identifies Marcato Libre (ME) as a buy based on its significant pullback and strong growth potential in both e-commerce and payment processing. He emphasizes that, due to low option volume, the strategy will be a direct purchase rather than an options play.