I had been buying $Sea Ltd(SE)$
None of its competition is new. SEA is the dominant player in its markets, of course it won't grow as fast as someone just starting out and burning billions!
SEA has challenges, certainly, will require patience no doubt, but as a long term perspective, I don't see how not to be long on SEA. I will keep buying. Great long opportunity.
My target price is $80 by end of Aug 2024.
$SE 20240621 40.0 PUT$ $SE 20240621 55.0 PUT$ $SE 20240621 60.0 PUT$
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- MurrayBulwer·06-24Awesome analysisLikeReport
- jingli·06-24AgreeLikeReport