Positive 6M23 Ecom Contribution + Fortress Balance Sheet + 11% TAM Growth + 12.5x Earnings Multiple. Is Mr Market stupid?
Great find! I need to do further research but the dislocation seems hysterical
Good stuff. Thanks, Aaron.
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.
Thanks for the write-up!
SEA Ltd: The Prodigal Son (2Q Deep-Dive)
Great find! I need to do further research but the dislocation seems hysterical
Good stuff. Thanks, Aaron.
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.
Thanks for the write-up!