US · 7 entries · 7 publications
Sea Limited
More bullish than bearish among those that state a stance.
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Sign up freeSubstack · Compounding Your Wealth · Sergey
Deep Dive into $SE: Valuation, Segment Growth, Key Metrics, GMV, TPV, Profitability, Expenses, Product Launches, Financial Stability, SBC/Revenue, and Shareholder Dilution.
Since publication −24.0% α −24.3 pp vs S&P 500 · USD
Substack · Guru Gems
Q2 names nobody wrote about: Builders FirstSource, Sea Limited and Becton Dickinson
Since publication SE −27.9% α −26.8 pp vs S&P 500 · USD
Substack · The Godown
Welcome to The Godown! A quick note on Sea’s AGM held today
Since publication −28.5% α −30.2 pp vs S&P 500 · USD
Substack · GabGrowth
More top-line acceleration (48%!), profitability set to ramp in H2
Since publication −39.3% α −37.9 pp vs S&P 500 · USD
Substack · Sleep Well Investments · Trung Nguyen @SWI
Shopee margin potential, VIP and Livestream excelled, Monee's controlled expansion, Garena steady. SE now 55% of my PA.
Since publication −40.0% α −38.4 pp vs S&P 500 · USD
Substack · The Inflection · Miguel | The Inflection
A similar business as MercadoLibre on Southeast Asian; E-commerce, Fintech and gaming: all three of its businesses already profitable, and the stock about 40% off its high.
Since publication SE −31.1% α −34.4 pp vs S&P 500 · USD
Substack · The Wolf of Harcourt Street · Wolf of Harcourt Street
Sea Limited (SE) Q1 2026 Earnings Analysis
Since publication −16.2% α −19.9 pp vs S&P 500 · USD
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.