$Sea Ltd(SE)$ 's "other servic

2023-11-27

$Sea Ltd(SE)$ 's "other services" grew from $16.1M to $39.8M year over year

SE defines them as, "A combination of multiple business activities that does not meet the quantitative thresholds to qualify as reportable segments are grouped together as “Other Services”."

Worth monitoring and perhaps, eventually, they will encompass SE's cloud computing business.

图像

No idea what the market will do with it near term. Generally, all my "buys" are meant to be held "hopefully forever" It takes a lot of time for the companies to execute their business models that align with our four foundational investment frameworks.

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