over 2 years ago • 2 mins
I’m a Singapore-based coach in the fitness industry, who likes to leave people better than when he found them.
A long-term investment in Sea Ltd. (ticker: SE). Singapore-based Sea has a leading position in Southeast Asian esports, ecommerce, digital payments, and banking. The company is currently investing heavily for future growth, funded by its highly profitable gaming segment.
I believe many of Sea’s expansion opportunities – like ecommerce in Latin America, for example – aren’t fully factored into the company’s valuation. The company reported a loss for the first quarter of 2021, but revenue more than doubled to almost $2.1 billion.
Sea operates digital entertainment, ecommerce, and financial services businesses in Southeast Asia, Latin America, and elsewhere.
Sea has the opportunity to establish itself as an Asian market leader in esports, ecommerce, and finance.
Sea isn’t likely to be profitable any time soon as it focuses on growth over earnings. The stock price may go through some big swings, but those who are able to ride them out should benefit in the long run.
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