Thank you for answering! I see you are around SEA but unfortunately not yet able to read the paid versions. I am curious to understand generally your view on SEA since you say it is still in the initial part of the growth due to potential market still to be reached. I am trying to figure out (and struggling) what could be a reasonable price to get in and the main growth driver for the company around its businesses
All the content is free, no paywall behind any of them. The paid subscription is simply for those who want to support my content.
Please check out my post titled “SEA Economy Tailwinds”, it gives a summary of the SEA economy and the bull case.
I also have a deep dive on $SE and $GRAB titled “Sea: The Fallen Angel” and “Grab Comprehensive Theses” that should give you a better understanding. Feel free to come back with any questions after you’ve read those pieces!
Dunno why I could not read them since locked. Now I succeeded thank you. So apparently sea is now around is fair value despite having anyhow potential growth mainly driven by social and economical circumstances.
I more and more like your contents. I am curious to know more about your statement around SEA…
Thank you for answering! I see you are around SEA but unfortunately not yet able to read the paid versions. I am curious to understand generally your view on SEA since you say it is still in the initial part of the growth due to potential market still to be reached. I am trying to figure out (and struggling) what could be a reasonable price to get in and the main growth driver for the company around its businesses
All the content is free, no paywall behind any of them. The paid subscription is simply for those who want to support my content.
Please check out my post titled “SEA Economy Tailwinds”, it gives a summary of the SEA economy and the bull case.
I also have a deep dive on $SE and $GRAB titled “Sea: The Fallen Angel” and “Grab Comprehensive Theses” that should give you a better understanding. Feel free to come back with any questions after you’ve read those pieces!
Dunno why I could not read them since locked. Now I succeeded thank you. So apparently sea is now around is fair value despite having anyhow potential growth mainly driven by social and economical circumstances.
Thank you for the support! I write about SEA regularly, what are you curious about in particular?