Max Bosenko

Credit Analyst by day Stock Junkie by night / Born and raised in 🇺🇦 Spoiled by 🇺🇸in the past decade / 🥃lover and @LFC supporter 🛑#FinTwit community 🙏

[Elon Musk @elonmusk]

Worth listening to this @JoeRogan episode before end of voting tomorrow

[Max Bosenko @MaxTheComrade22]

$MELI “ The company is increasing the number of Fulfillment Distribution Centers from 10 to 21 by the end of 2025, which will allow to increase the number of cities with same-day deliveries by 40%. 63% of the new centers located outside São Paulo” 🇧🇷

[Max Bosenko @MaxTheComrade22]

2k 💛

[Max Bosenko @MaxTheComrade22]

$MELI represents!! 👊

[Max Bosenko @MaxTheComrade22]

$MELI Q2 24 Pago highlights 👇“Processed 344 transactions per second / Broke a new record reaching 52 million unique users / Assets under management exceeded $6,600 million / loan portfolio increased by 51% YoY /1.6 million new cards issued in 🇧🇷 & 🇲🇽” 🔵

[Max Bosenko @MaxTheComrade22]

$MELI Q2 2024 ER “Net rev of $5.1 billion, up 42% YoY & 113% FX-neutral / Income from op of $726 million, with a 14.3% margin / Net income of $531 million, with a 10.5% margin / $46.3 billion TPV, up 36% YoY and 86% FX-neutral / $12.6 billion GMV, up 20% YoY and 83% FX-neutral”

[Max Bosenko @MaxTheComrade22]

$MELI “Strong cash flow generation, coupled with the reduction in leverage ratios in recent quarters led to S&P revising its credit rating outlook on Mercado Libre to "Positive" in June”.

[Max Bosenko @MaxTheComrade22]

$MELI “Introducing "adjusted free cash flow" as a new non-GAAP financial measure to better understand the cash generation of our operations. Adj FCF was $678mn in Q2'24 (vs $145mn in Q2'23) and $838mn YTD even with higher capex ($184mn in Q2'24) & funding of the credit portfolio”

[Max Bosenko @MaxTheComrade22]

$MELI “Mercado Pago in Mexico is getting closer and closer to the largest traditional banking institution in terms of active users. The chart represents banking app downloads (bottom line) and users (top line)”. 🇲🇽

[Max Bosenko @MaxTheComrade22]

$MELI $SHOP “New Mercado Pago payment apps available for Shopify 's Brazilian 🇧🇷 checkout. Local payment methods available such as credit card with installments, boleto, Pix in cash or in installments”.

[Max Bosenko @MaxTheComrade22]

$MELI “Mercado Libre was the favorite marketplace of Mexicans during Hot Sale with the highest traffic and sales. Sales of > $34.5 million pesos were recorded, up 15.3% compared to 2023, more than half of the sales from pure players were within Meli platform” 🇲🇽

[Max Bosenko @MaxTheComrade22]

$MELI Vamos Colombia!! 🇨🇴 vs 🇧🇷 ⚽️ #Lucho

[Max Bosenko @MaxTheComrade22]

$MELI “Mercado Libre will become a $1 billion digital advertising player this year. That's 2x the amount in 2022, and set to represent 6.7% of LatAm’s digital ad market by 2026 ($1.9 billion). Brazil and Mexico will attract the bulk of retail media ad spending in LatAm”.

[Max Bosenko @MaxTheComrade22]

$MELI How many 🐐 you spot on this picture?

[Max Bosenko @MaxTheComrade22]

$MELI $AMZN “ In 2024, Mercado Libre is set to overtake Amazon in Mexico's retail media landscape. In Brazil, Mercado Libre will account for nearly two-thirds of all retail media ad dollars in 2024, while Amazon struggles with a declining market share”.

[Boston Celtics @celtics]

2024 WORLD CHAMPIONS 🏆

[Max Bosenko @MaxTheComrade22]

$MELI “Hot Sale results from 🇦🇷 👉 Record sales: +6 million products, first 3 days showed growth of +25% vs 2023 / 15k small and medium-sized companies joined Hot Sale and their sales represented 59% of units sold / 40% of sales were made in 3 -12 interest-free installments”

[Max Bosenko @MaxTheComrade22]

$MELI “Brazil has a projected $81.74 billion in sales in 2024 and more than 100 million digital buyers. Brazil’s consumer market is one of the most diverse in LatAm. Mercado Livre is dominating and commanded a massive 30.3% lead in market share”. 🇧🇷

[Max Bosenko @MaxTheComrade22]

$MELI “Mercado Libre’s first distribution center in Texas just started operations. The new Fulfillment Center located in San Antonio will fast shipping within 2-4 days making use of cross-docking facility in Monterrey, Mexico, and from there to the rest of the country”. 🇺🇸 🇲🇽 🤝

[Max Bosenko @MaxTheComrade22]

$SBUX Schultz’s fixes “Reinvent the mobile ordering & payment platform / the go-to-market strategy needs to be overhauled & elevated with coffee-forward innovation that inspires partners & creates differentiation in the marketplace / focus on being experiential not transactional”