Topic Archives: Sea Ltd (SE)

I was comparing performance of the biggest e-commerce players internationally and the differences are, to me, astonishing: (1 year) SE + 88% EBAY +34% MELI +21% AMZN -1% BABA -45% CPNG -47% (until now) I still think e-commerce has a long way to go and a long way to grow. It could be nice, Mr. […]

None of us who speculate or invest in individual stocks in a volatile market are really managing money with the dispassionate application of numbers and analysis, a computer could do most of that better than humans can… no, what we’re mostly managing is our emotions. It’s been a wild week, and it’s often hard to […]

Comments

  • Interesting review of Shopee: https://nz.sitejabber.com/reviews/shopee.com.my ... not sure if it's representative, but f...

  • I just wish I had backed up the truck a few months ago when I got into SE. When the Singapore gov't awarded them a digit...

  • GRAB is a phenomenal growth story, some similarity to SE — I haven’t looked at the valuation or numbers very closely...

  • Thank you. I did a google search, but did not find a technology called "Imperium" per se, but likely next step in human...

  • I was fortunate enough to scoop it when it was 25. My only regret -- established a smallish position. I think at today...

  • Apparently Cathy Woods also likes SE, recently adding it to her ARKF (fintech) fund among SHOP, SQ and SI all in the top...

  • I bought SE on Feb 27, 2020 when the market was crashing. It's up 240% today. I think this company has a long runway a...

  • Thanks a lot Travis! One more plus you could add to the SE potential is their digital banking license they were awarded ...

  • I am interested in anyinsight you can provideinto Sinovac. This is a China created vaccine that is being touted in SE As...

  • I think that's a very reasonable strategy. But it has to be at the value you are comfortable owning the company, even i...

  • You are bound not to reproduce their letter widely..that is true.. But you are allowed to answer questions such as "Is i...

  • Thanks. Phenomenal company taking advantage of its moment this year, I'm really curious to see how the launch of Shopee...

  • first hnd information about SE from these guys who are based in Singapore and quite highly regarded: https://youtu.be/D6...

  • I don’t think gaming will dip that much when the pandemic is over, that trend of growth has been in place for a long t...

  • the gaming stock we discussed here recently such as KHOTF, SE, GRVY have done pretty well, 3x to 4x bagger within a year...

  • Up, up, up 20% today.I have done very well, and hoping for another pull back, may not come. Love to se a new analysis....

  • Hi Travis, happy holidays to you and your family. Thank you for all you are doing! My best performers this year (not al...

  • SE is another stock they mentioned as part of the portfolio....

  • Here were my top 10--MGNI, SE, FUV,NIO,TTD,UAVS,PLUG,VTYYF,SBE,LAZR 16 others were also in triple digit gains. Good res...

  • Dear Travis, To sum up 2020, four letters : SPAC! I stick with SPAC warrants, I have booked in so much capital gain. T...

  • Thanks Travis! Great Friday summary as always. I hold a slightly different view on the recent Sea Ltd share issuance -...

  • Not too expensive. $500 for the pair. My 1st year in, between the 2 services recommendations, I'm up 120%. Very happy. ...

  • That’s merely a small allocation to a sector I expect to do well over a couple years.... mostly because it’s so chea...

  • Didn't buy that report. But with regard to 5G, per se, an earlier report of his mentioned transitional materials for d...

  • Lol, I thought you were being sarcastic or doing a play on words! Did Dr Sjug give out a freebie in this latest webinar?...

  • It might be a great hit. However,in India ramps corruption and under hsnd dealings are the name of the game.. The Prim...

  • After some 50+ years since the Flu (H3N2) outbreak that did not close down the country, even though thousands of lives w...

  • Travis, you got 2 out of 3. SE is incorrect....

  • The first one sounds like #SE, already pitched by others....

  • That is very interesting about Weekly Windfalls...after spending money on Monday Movers and Rooster Report...I suddenly ...

  • I own it, and have shared updates a few times recently — past articles where I’ve mentioned SE are here: https://www...

  • Gaming (and e-commerce) stock- Sea Ltd. (SE). What are your thoughts, Travis?...

  • I bought a little bit of Lightspeed when you first wrote about it. I ended up holding on through the downturn and just s...

  • I like most your investment thinking in two paragraphs starting with, "My preference is to invest in companies, not st...

  • Was SE mentioned a while back in the free version back in March? If so, too bad I missed the ride. I got in only when mo...

  • HEY CLAY, listen man im new at trading ive got less than 500.00 dolares to invest and im doing it with the platforms ou...

  • Hi Travis, great read as always! You have talked about SE, and I wish I had jumped in after reading your piece a few we...

  • Hello Travis, amazing read. I love that we got into SE at about the same time even though I only read your thoughts on i...

  • Sea Ltd. (SE) is my biggest position and I expect it will be continue to be so for the next 10 years....

  • I sold a third of the position when it advanced enough to cover the entire cost of the position. With options, even LEA...

  • Hi Travis, Just curious, but I noticed on the Real Money Portfolio that you've recently sold several of your long (LEAP)...

  • Hello Travis, In my life Probably the money spent on stockgumshoe subscription is well spent. I'm very happy about it. ...

  • Sure, it might. Stocks don't move in a straight line, I assume there will be some very negative days ahead for SE as we...

  • Excellent continuation of growth. Not a blowout compared to expectations, but very solid -- probably the part that was ...

  • Not to take profits; I have 6 stocks were I made 100%; SE, GH, SPCE, AZN, ROG and latest one DDOG (I invested the wins ...

  • Hi Travis, I’m a relatively new Irregular and really enjoy the service and value your comments. I’m long HUYA sinc...

  • I am a total rookie trying to increase my small retirement money so I can finally retire. In one of the video teasers I...

  • Motley Fool also has SE as a recommendation...

  • I'll add a few comments about SE.. Not that they are needed! I am quite confident you have found an eSports player and ...

  • Interested to follow the SE moves, didn't see them in the RMP yet...

  • I’m brand new on here. I found these two one I se y’all are talking about on seed invest. This monogram orthopedi...

  • That is very sketchky. The problem is not with Elegance per se but the "boiler room" broker-dealer they've partnered w...

  • I started using the service about a month ago to supplement my other sources of dividend information., Frankly, I have ...

  • Not a rare earth play per se but Niocorp Super Alloys is in financing stage for developing a mine that will produce thre...

  • We use cookies on this site to enhance your user experience. By clicking any link on this page you are giving your consent for us to set cookies.

    More Info