Author Topic: SE - Sea Limited ADR  (Read 15828 times)

villainx

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Re: SE - Sea Limited ADR
« Reply #50 on: December 10, 2020, 01:01:51 PM »
you forgot eternal regret.

+1.

Yea, agree on the above. Grossly expensive but in the sweet spot in an area I love the outlook of and rather than be another dork with a calculator griping about the euphoria, I'll take a small flyer here, ~$170, and if were get a 50% drawdown I'll play ball. Wouldn't be the first time. If it keeps ripping, I like that too. These are the types of companies you either have to buy at horrible valuations or come to terms with never owning.


valueinvestor

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Re: SE - Sea Limited ADR
« Reply #51 on: December 13, 2020, 05:19:58 PM »
2.6B unencumberedwith for 2% dilution is pretty good. Especially considering the digital bank licence.