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Ale's World of StocksBULLSea Limited is a dirt-cheap, vote-added purchase in the portfolio because it still shows strong top- and bottom-line growth across e-commerce, fintech, and gaming in Southeast Asia despite macro headwinds.29d agoAle's World of StocksBULLI see Sea Limited as a high‑upside, higher‑risk Southeast Asia compounder—Point72 increased the stake ~200% (~$500M), Shopee, Monee and Garena drove ~23B in sales and net income jumped ~250% recently while the stock trades ~80% below pandemic highs, so I’m personally considering buying for asymmetric upside.37d ago"Sea Limited is a dirt-cheap, vote-added purchase in the portfolio because it still shows strong top- and bottom-line growth across e-commerce, fintech, and gaming in Southeast Asia despite macro headwinds."
"I see Sea Limited as a high‑upside, higher‑risk Southeast Asia compounder—Point72 increased the stake ~200% (~$500M), Shopee, Monee and Garena drove ~23B in sales and net income jumped ~250% recently while the stock trades ~80% below pandemic highs, so I’m personally considering buying for asymmetric upside."