Insider Stocks · For members
An entry from my investing journal, for members.
Once could be a fluke, twice may be luck, perhaps the third time it is a pattern. This is the third consecutive quarter where Sea Limited has delivered outstanding results. I'm particularly impressed by its ecommerce arm - Shopee - which is cementing its dominant position in South East Asia. In my report Sea Limited: […]
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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