Insider Stocks · For members
An entry from my investing journal, for members.
From “A turnaround in sight?” (March 2024): “With Garena and SeaMoney, the company has a twin engine that’s gushing cash, giving it the edge Shopee needs to boost its active users and develop its logistics capabilities. Throughout 2024, we’ll monitor whether users and bookings for Garena pick up and whether Shopee can grow profitably in […]
Insider Stocks
The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
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