Insider Stocks · For members
An entry from my investing journal, for members.
SeaMoney is the final piece to Sea Limited's deep dive and it is more than an important piece of the puzzle for Sea Limited's eCommerce ambitions.
Southeast Asia is extremely underbanked and the market is hungry for financial services.
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.
5 questions from members on this entry
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