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Sea Limited
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Sea Limited
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Food Delivery in Southeast Asia (2026)
The Two-Horse Race (Grab vs Sea)
Jan 30
•
GabGrowth
17
1
Why I’m Not Worried About $SE Sea Limited’s 38% Drawdown
Sea Limited is in a 38% drawdown from its most recent high in September 2025.
Jan 24
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GabGrowth
43
3
3
SEA's Digital Champions Analysed
Who to Own, What to Watch, and How They Will Monetise
Dec 4, 2025
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GabGrowth
17
4
Why I'm Adding To My Largest Position
Sea Limited has been my largest holding for some time, and despite significant stock price volatility, my conviction has only grown stronger.
Nov 28, 2025
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GabGrowth
18
2
Where the Next 5 Years of Outperformance in SEA Will Come From
Breaking down the structural shifts and what they mean for SEA equities
Nov 18, 2025
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GabGrowth
30
3
10
Sea Limited Q3 2025 Earnings Review
Yet another stellar top-line beat... but some profitability concerns?
Nov 11, 2025
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GabGrowth
31
3
4
Is it time to buy the dip on SE and MELI?
Sea Limited (SE) and Mercado Libre (MELI) both tumbled sharply yesterday, far underperforming the broader market.
Oct 16, 2025
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GabGrowth
53
10
4
Sea Limited Updated Valuation Model
Raising my targets post Q2 earnings
Aug 16, 2025
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GabGrowth
9
3
1
Sea Limited Q2 2025 Earnings Review
Phenomenal Quarter, 94% Growth in Loan Book and Highest Growth in 13 Quarters!
Aug 13, 2025
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GabGrowth
17
2
2
Shopee v TikTok Shop
The Battle of 2 Giants for SEA E-Commerce Dominance
Jul 4, 2025
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GabGrowth
16
1
2
Sea Limited (Deep Dive)
My Investment Thesis as of June 2025
Jun 21, 2025
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GabGrowth
32
7
Sea Limited Q1 2025 Earnings Review
A brilliant quarter, and an update for subscribers
May 15, 2025
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GabGrowth
3
3
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