My wish for the future of Sea is that they use their profits to invest in a return of Shopee in the Indian market as well. It's a highly competitive market, but the opportunity is huge. Even as the number 3 or 4 e-commerce player Shopee will double it's market size. Shopee can use it's successful playbook from similar markets to re-enter India and be successful in the long run. Nothing is more satisfying than breaking even on a stock you've held and continued buying lower for a long time. Still, I'm not selling, as I believe the stock is still very undervalued. PT end of 2024: $120 $Sea Ltd(SE)$

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  • KSR
    ·03-09
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