SEA does not have major warehouses like AMZN as it sells directly through retailers so does not need to invest major funds in capital expenditures every quarter in own inventory / warehouses
@antoncigur37274 ай бұрын
SEA has warehouses
@RetepXela4 ай бұрын
I believe SEA is on the way up. But it probably will be a bumpy ride. Of course there is a risk, mainly through competitors and it is to early to tell, if they can grow all three fields of businesses. But I think it is a mistake, to wait untiil the moats of SEA's businesses are clearly recognizable, because by then the stock will have soared. I could be wrong, of course. But I like the risk/reward profile of SEA very much!
@EarthwithTom4 ай бұрын
Have lost a lot of money on this stock but also learnt a lot of lessons. Hopefully it can continue to recover
@GrowthStockWiz4 ай бұрын
same!
@joeschnur46324 ай бұрын
Consider analysis on NU. Consumer fintech in Mexico. Strong balance sheet and growth
@Edog1194 ай бұрын
I've held a small amount of SE since the start of the year and I was up 80% before the recent correction. I have no problem holding this small amount of SE for a decade or two.
@SneakyWoolCloth4 ай бұрын
Reached 100% yesterday, sold out 50% to invest in a new company. Now the stock can do what ever it want
@Anonymous_Lee194 ай бұрын
I'm not sure why investors are so worried about Sea's E-Commerce and Digital Financial Services businesses. These are industries that are large enough to accommodate multiple big companies. I think investors should be more worried about the Digital Entertainment business. Free Fire is currently the key profit driver of the company, but no one knows how long this will last. A popular game can die quickly within a couple of years.
@leksaruta96364 ай бұрын
I’m up to 72%
@baldelliraymond93474 ай бұрын
I’ll pass on Sea, looking at Meli or GE Aerospace… any thoughts? Thanks!
@jeffwong69983 ай бұрын
Just need to say ...BUY BUY BUY SEA
@ditmerk4 ай бұрын
My worst stock too date 🙂
@ASenseofCapital4 ай бұрын
Why SEA and not GRAB?
@BrettWordon4 ай бұрын
It’s pains me that SEA is up 70 % YTD but I’m still 60% down 😢
@loganlasvegas4 ай бұрын
Me too, for over 6-figures. It’s been a thorn for sure, but selling some every $10 increase. Take your medicine and move on. Once I realized SE will never ever get back to $300, I was mentally free to reverse DCA at a loss.
@george_inCA4 ай бұрын
same here, at least gain in MELI has made up for all the loss and more..