Sea Limited

SEA's Digital Champions Analysed

Who to Own, What to Watch, and How They Will Monetise

Dec 4, 2025 • GabGrowth

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 • GabGrowth

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 • GabGrowth

Sea Limited Q3 2025 Earnings Review

Yet another stellar top-line beat... but some profitability concerns?

Nov 11, 2025 • GabGrowth

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 • GabGrowth

Sea Limited Updated Valuation Model

Raising my targets post Q2 earnings

Aug 16, 2025 • GabGrowth

Sea Limited Q2 2025 Earnings Review

Phenomenal Quarter, 94% Growth in Loan Book and Highest Growth in 13 Quarters!

Aug 13, 2025 • GabGrowth

Shopee v TikTok Shop

The Battle of 2 Giants for SEA E-Commerce Dominance

Jul 4, 2025 • GabGrowth

Sea Limited (Deep Dive)

My Investment Thesis as of June 2025

Jun 21, 2025 • GabGrowth

Sea Limited Q1 2025 Earnings Review

A brilliant quarter, and an update for subscribers

May 15, 2025 • GabGrowth

Sea Limited Q4 2024 Earnings Review

Firing On All Cylinders

Mar 5, 2025 • GabGrowth

Sea Limited v Grab

The Battle for SEA's Digital Supremacy

Feb 28, 2025 • GabGrowth

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