SEA Ltd: The Prodigal Son (2Q Deep-Dive)

[Dragonfly Investing]

Great find! I need to do further research but the dislocation seems hysterical

[@ValueInvesting]

Haha thanks!

[Six Bravo]

Good stuff. Thanks, Aaron.

[@ValueInvesting]

Thanks!

[Kareem Sabri]

Great deep dive. I stopped buying SE a while ago as it seemed way overvalued, but I'm definitely going to take another look now.

[DehnSora]

Thanks for the write-up!