$MercadoLibre(MELI)$
$Sea Ltd(SE)$ has challenges. Lower conviction than $Shopify(SHOP)$ and $MercadoLibre(MELI)$ . Butgreat company too. SEA is a super challengingregion -and strong Chinese competition, But the founder and CEO is very smart -Singaporean- andl think he has a fair chance to build a giant. $Sea Ltd(SE)$ islike Amazon, PayPal and Tencent in one. The gaming is paying orfinancing the aggressive expansion. Very smart. They have the biggest DAU/MAU game in the world.l own them along $Shopify(SHOP)$ and $MercadoLibre(MELI)$ andhold them for VERY long term -no matter what.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
