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If you are interested in Sea Ltd $SE you are going to enjoy this. I& #39;ll be sharing a few interesting resources I& #39;ve found in the last weeks researching the company.
First, a +20 min interview with group president Nick Nash talking about vision, culture and the business in general. Kind of promotional, but really enjoyed it. $SE https://www.youtube.com/watch?v=V1nCwN2doxo&ab_channel=CNBC-TV18">https://www.youtube.com/watch...
A thesis from VIC pitching $SE at $15 in 2018. Yes, that& #39;s a 10 bagger in two years.
Really helpful to see how the company has executed and how the thesis has evolved.
https://www.valueinvestorsclub.com/idea/Sea_Limited/5958122897">https://www.valueinvestorsclub.com/idea/Sea_...
Really helpful to see how the company has executed and how the thesis has evolved.
https://www.valueinvestorsclub.com/idea/Sea_Limited/5958122897">https://www.valueinvestorsclub.com/idea/Sea_...
55 min video of @MadsC007 going over the Q2 results. He has many more about $SE and it is a great follow to understand and keep up to date with the company. https://twitter.com/MadsC007/status/1297647940668973062?s=20">https://twitter.com/MadsC007/...
Again, Nick Nash in a 21 min presentation in 2016 talking about the future of South East Asia and the focus of the company. Really insightful to track how they have executed in the last years. $SE https://www.youtube.com/watch?v=cDRq9JmWwJI&ab_channel=WildDigital">https://www.youtube.com/watch...
Really interesting article on how Shopee uses AI. $SE https://e27.co/how-shopee-builds-its-marketing-strategy-to-suit-user-behaviour-in-the-time-of-crisis-20200820/">https://e27.co/how-shope...
Great thread by @GetBenchmarkCo laying the case for $SE a few days ago. https://twitter.com/GetBenchmarkCo/status/1303369630145282054?s=20">https://twitter.com/GetBenchm...
