$Sea Ltd(SE)$
None of its competition is new. SE 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 dont see how not to be long on SE. I will keep buying. Great long opportunity.
My target price is $110 by end of Nov 2024.
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