Sold Nexstar Media shares due to stalled growth and high debt, despite a recent potential acquisition approval.
Source Post
LONG Mercado Libre | Ulta Beauty und Nexstar Media verkauft
Value Investing 2050May 12, 2026
The creator sold shares of Ulta Beauty and Nexstar Media, finding their valuations fair to slightly overvalued and growth prospects insufficient for their 20% annual return goal. They have now invested in Mercado Libre, which is expected to become their largest portfolio position. The creator also briefly discusses the business models and recent performance of Ulta Beauty and Nexstar Media, noting that while both have had buybacks, growth has slowed.
Linked Mentions
Tickers discussed in this post
Sold Ulta Beauty shares as growth prospects and EPS are not expected to meet the 20% annual return target.
Mercado Libre is being bought and will become the largest position, indicating high conviction for future growth.
Linked Signals
Tracked calls opened from this post
MELI
buy opened May 12, 2026
+5.96%