Added to YB: 2025-08-05
Pitch date: 2025-08-01
SE [bullish]
Sea Limited
-42.79%
current return
Author Info
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Company Info
Sea Limited, through its subsidiaries, operates as a technology company in Southeast Asia, Latin America, the rest of Asia, and internationally.
Market Cap
$53.0B
Pitch Price
$155.50
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.49
P/E
34.08
EV/Sales
1.83
Sector
Broadline Retail
Category
growth
Show full summary:
The Wolf of Harcourt Street | Portfolio Review - July 2025 - Added On: Sea Limited
SE added position: Wild journey since 2020 ($102 to $350, crashed 90% to $35, now $160). Still bullish despite recent run-up as Wall Street underappreciates long-term earnings power. New Shopee seller fees (July) could add $400M+ annual revenue without order volume increase. Q2 earnings coming soon.
Read full article (1 min)