$Sea Ltd(SE)$
I am a relatively new investor in Sea, but after an FA analysis I think it looks very interesting. The rationale lies in the following:
- Sea is still growing sensibly, and we have not seen the effect from the payment system yet.
- Sea is so big that they are trend setters
- Sea reduced staff by 10%, and believe me? if it does not cause problems, they will try with another 10% here in 2023. What will happen then?
Yes, then we have a company that is starting to make quite a lot of money, and it will grow dramatically over the next 5 years. Remember approx. 80% is owned by institutional investors.
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