$Sea Ltd(SE)$ turning profitable for two quarters with cash to compete, in both existing and new markets.

Gaming revenue in developing markets has a lot more room to grow; it is not peak yet in those markets.

Recent sell-off is extreme and seems like an over reaction in a fragile market. Over a span of next two years, SEA likely to exceed current price with a 20-30% upside. Worth accumulating for longer term investors.

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