RandyHall
2023-12-11

$Sea Ltd(SE)$ lol this is like the 5th time news has come out last few weeks about TikTok reentering Indonesia and stock gets smashed each time. Happening again. Interesting to see if govt tries to stop purchase of Tokopedia since TikTok is doing it to skirt the Indonesian ecommerce rules. Even if they dont, i dont think this is going to meaningfully impact SE especially at this valuation. Long

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