$Sea Ltd(SE)$ This is one of t

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$Sea Ltd(SE)$ This is one of the stocks we are aligned on the buy rating and also early in my investment thesis as a bag holder since Jan ‘22 with $53/unit cost (at least above water currently). Disagree that the stock is no longer a growth company (excluding gaming) but more a condition of the macroeconomic environment.

1. Pull-forward growth from Covid. This creates tougher comps but should chart a growth trend line to smooth it out and see where normalized growth is in the future.

2. Tightening monetary policy. Prioritization of profit/cashflow over growth.

Forrest is a masterful CEO and when growth is favored or necessary again he will turn it on but the pruning and reenforcing the foundation during these past 2.5 years will further strengthen their dominance.

I may have missed it but do you have a PT or valuation?

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