Miller Value Partners

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Miller Value Partners

Miller Value Partners

@MillerValue

We are an investment management firm led by Bill Miller IV, specializing in value-focused, long-term investing. We think and invest differently.

Sarasota, FL Katılım Nisan 2014
117 Takip Edilen8.7K Takipçiler
Miller Value Partners
Miller Value Partners@MillerValue·
MercadoLibre ($MELI): • 28 consecutive quarters of 30%+ revenue growth • 100M+ active buyers • Dominant platform across Latin America’s commerce + fintech ecosystem Yet the stock trades around ~2x forward EV/Sales….a level seen previously during the Global Financial Crisis. Sometimes the most important businesses develop outside crowded markets. millervaluefunds.com/mercadolibre-m… #MercadoLibre #MELI #RevenueGrowth #Ecommerce #Fintech #LatinAmerica #StockMarket #FinancialCrisis #HiddenGems #MarketTrends #InvestmentOpportunity Not investment advice. Holdings subject to change.
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Miller Value Partners
Miller Value Partners@MillerValue·
Markets are mostly efficient. And yet some investors outperform for long periods of time. Why? Because investing isn’t just about picking stocks... It’s about solving an optimization problem. Thread ↓
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Miller Value Partners
Miller Value Partners@MillerValue·
Most investors don’t realize this: One of the most powerful digital platforms in the world isn’t in the U.S. or China. It’s in Latin America. MercadoLibre ($MELI) now connects: • 100M+ active buyers • 18 countries • Commerce + payments + credit + logistics + advertising It’s becoming the commerce and financial infrastructure for a 500M+ person region. Meanwhile, e-commerce penetration in Latin America is still only ~14% (vs. ~27–32% in developed markets). #longrunway Why we own it: millervaluefunds.com/mercadolibre-m… #MercadoLibre #LatinAmerica #Ecommerce #Investing #FinancialInfrastructure #DigitalMarket #Growth #EmergingMarkets Not investment advice. Holdings subject to change.
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Miller Value Partners
Miller Value Partners@MillerValue·
FIGR’s scalable loan origination system and on-chain transparency could matter to investors eyeing fintech disruption. ​Read our investment thesis: millervaluefunds.com/figure-technol… ​ ​#FIGR #Fintech #Blockchain #TokenizedCredit #HomeEquity #MortgageInnovation #DigitalFinance #InvestmentOpportunity #FinancialDisruption #PrivateCredit #MarketGrowth #CAGR #AdjustedEBITDA #LoanOrigination #TransparentFinance ​For informational purposes only. Not investment advice or a recommendation. References to specific securities are illustrative. Holdings subject to change. ​Metrics cited above are based on company materials and/or third-party sources as of the stated periods and may change.
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Miller Value Partners
Miller Value Partners@MillerValue·
Big ambition: $FIGR recently launched the OPEN network—aimed at modernizing aspects of the Depository Trust & Clearing Corporation infrastructure with blockchain tech. A large market opportunity if adoption expands.
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Miller Value Partners
Miller Value Partners@MillerValue·
Why we own it: $FIGR operates in massive markets. Management sees a $185B opportunity, with HELOCs alone tied to a $36T home equity market.
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Miller Value Partners
Miller Value Partners@MillerValue·
One of the largest inefficiencies in finance today is loan origination. Manual underwriting. Paper documentation. Multiple intermediaries. Figure Technology Solutions ($FIGR) is trying to rebuild that system using automation and blockchain. A short thread 🧵
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