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Sea Limited Deep-Dive Part 1: Garena

Thomas Chua by Thomas Chua
11 July 2021
in Investing
22 min read

Insider Stocks · For members

An entry from my investing journal, for members.

In this deep-dive, I go through the gaming industry developments, ecosystem and how Garena has outmaneuvered competition to emerge number one in most of the markets they entered.

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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  • For membersSea Limited Q1 2026: Investing Through Strength29 May 2026

Everything I’ve written on Sea Limited →

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