Sea Limited: A Deep Dive To Understand The Recent Selloff

Kennan Mell
5.94K Followers

Summary

  • Sea Limited is a highly diversified business firing on all cylinders in some of the fastest-growing economies in the world.
  • I dive into each of its segments to understand the recent selloff and justify the current valuation.
  • I consider Sea one of my ten highest conviction investments.

Shopee headquarters in Singapore

kokkai/iStock Unreleased via Getty Images

Thesis

A by-parts analysis of Sea Limited's (NYSE:SE) segments shows that its current valuation is roughly fair, but there are many long-term growth drivers that could surprise the upside and drive very strong returns for

This article was written by

5.94K Followers
Kennan is the author of Decoding Cryptocurrency, an all-you-need-to-know introduction to this new form of money. He is a software engineer who enjoys applying his technical background to investing, following Peter Lynch's to "buy what you know." He's received job offers from all of the famous FAMG companies, and graduated cum laude from the Paul Allen School of Computer Science at the University of Washington. Although not an investor by training, he believes that his technical knowledge gives him a unique edge when analyzing high tech companies and finding investment opportunities for a long term time horizon.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of SE either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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