Gaming. Shopping. Fintech. Sea Limited $SE has built a digital empire by excelling in all three. As Southeast Asia’s tech powerhouse, it continues to scale across industries. How does it all connect, and where is it headed?

Let’s take a closer look. 🧵 1| Table of Contents:

▫️Intro
▫️Founding Story
▫️Product Ecosystem
▫️Business Model
▫️User Stats
▫️Competitive Advantages
▫️The Challenges
▫️Financials
▫️Valuation
▫️Analyst Price Targets

Why is Axon $AXON stock down 10% today? 🚨

A recent downgrade and concerns over its split with Flock Safety have investors spooked. Let’s break it down. 🧵👇 1/8 The Drop

$AXON stock has fallen ~10% today, wiping out billions in market value. The key reason? A downgrade from Northcoast Research and growing concerns over its business strategy.

Novo Nordisk is the quiet force leading the global fight against diabetes & obesity. While others chase trends, $NVO has built an empire tackling two of the biggest health challenges of our time.

Let’s dive in to explore how this Danish giant is reshaping healthcare.

🧵🔽 1| Table of Contents:

▫️Intro
▫️Founding Story
▫️Mission
▫️Product Portfolio
▫️Business Model
▫️Competitive Advantages
▫️The Challenges
▫️Future Growth Opportunities
▫️Finances
▫️Valuation
▫️Analyst Estimates

Imagine a biotech David taking on the Goliaths of the obesity market—enter Viking Therapeutics $VKTX. With a bold name & even bolder science, this clinical-stage innovator is tackling some of the biggest health challenges of our time: obesity, NASH & metabolic disorders.

🧵 1/7 Focus and Programs:

$VKTX specializes in developing therapies for metabolic & endocrine disorders.

▫️VK2735: A dual GLP-1/GIP receptor agonist targeting obesity and type 2 diabetes.
▫️VK2809: A beta-selective thyroid hormone receptor agonist tackling NASH & nonalcoholic fatty liver diseas

They say beauty is in the eye of the beholder but what if you could enhance that beauty with the latest in medical technology?

Enter InMode $INMD – a company that's at the forefront of the aesthetic tech revolution & changing the game when it comes to non-invasive treatments. 1| What is InMode?

It is a medical technology company that specializes in developing & commercializing innovative aesthetic & medical platforms based on its proprietary radiofrequency (RF) technology. Their technology enables minimally invasive and non-invasive procedures...

Looking to add some language skills to your arsenal? Say 'Hola' to Duolingo, the beloved language-learning app that's taken the world by storm!

Join me on a linguistic journey as we explore the ins and outs of $DUOL, the colorful app making learning fun & addictive.

🧵⬇️ 1| What is Duolingo?

It is a popular language-learning platform that provides a fun & interactive way to learn a new language. It was launched in 2011 & has since grown to become one of the most widely used language-learning apps with over 500 million registered users worldwide.

Get ready to dive into the deliciously addictive world of Starbucks $SBUX where coffee meets creativity & caffeine runs rampant. Whether you're a latte lover or just a casual sipper, grab your mug & let's explore the buzz behind one of the world's most iconic coffee chains.

🧵⬇️ 1| Intro:

Starbucks is an American multinational chain of coffeehouses and roastery reserves. It was founded in 1971 in Seattle, Washington, and has since grown to become one of the largest coffeehouse chains in the world, with over 36,000 stores in 83 countries.

Let's travel back in time coffee lovers! Today I am delving into the early days of Starbucks $SBUX – before it became the caffeinated juggernaut we all know & love.

From humble beginnings to a global phenomenon lets spill the beans on the origin story of this coffee giant. 1/ Starbucks $SBUX was founded in 1971 by three partners: Jerry Baldwin, Zev Siegl, and Gordon Bowker. The three men met while studying at the University of San Francisco, where they shared a passion for high-quality coffee.

Attention all humans: the robots are coming - and they're here to make your life easier. UiPath $PATH is the leader of the robotic process automation revolution, and my 14th deep dive episode is all about uncovering the secrets of their success.

🧵⬇️ 1| Intro:

UiPath is a leading provider of RPA software which enables businesses to automate repetitive & time-consuming tasks by using software robots. With its user-friendly interface, $PATH is easy to use & deploy making it accessible to businesses of all sizes & industries.

For my 11th Sunday deep dive, we're tackling the fascinating world of AMD. From revolutionary processors to industry-leading graphics cards, $AMD has been pushing the boundaries of technology for decades. So let's explore what makes them such a powerhouse in the tech world.

🧵⬇️ 1/ Intro:

Advanced Micro Devices, Inc. $AMD is an American multinational semiconductor company that designs and produces microprocessors, graphics processors, and other computer components. The company was founded in 1969 and is headquartered in Santa Clara, California.

It was very interesting to read out about $AMD's history for my deep dive. I want to do it justice by sharing it in detail.

Read below to find out see how this plucky little chipmaker became a force to be reckoned with!

🧵 Advanced Micro Devices $AMD was founded in 1969 by Jerry Sanders and seven other industry veterans. The company's early products included RAM chips and other semiconductor components, but it eventually shifted its focus to microprocessors and computer components.

In my 10th Sunday deep dive, we are taking a look at one of the fastest growing software companies in the life sciences industry - Veeva Systems. From cloud-based solutions to data analytics, we'll explore how $VEEV is conquering the industry one subscription at a time.

🧵⬇️ 1/ Intro on the company:

$VEEV is a cloud computing company that specializes in providing software & services for the life sciences industry. Founded in 2007, Veeva offers a range of cloud-based solutions that help pharmaceutical & biotech companies, including data analytics...

Welcome to Wednesday Wisdom, where we distill the best investment advice from the best investing books of all time.

Today we're looking at "The Psychology of Money" by Morgan Housel, which will make you realize that investing isn't just about money – it's about psychology too. Intro on the author:

Morgan Housel is a financial journalist, author, and speaker who writes about investing, behavioral finance, and business. He is known for his ability to distill complex financial concepts into relatable and accessible insights for a general audience.

Welcome back to the "Monday Mindset" series, where each week we explore the wisdom and quotes of some the greatest investors of all time!

This week, we're focusing on the father of index fund investing, John C. Bogle! Intro on John Bogle:

John C. Bogle was an American investor, business magnate, and philanthropist who is best known as the founder of The Vanguard Group, one of the world's largest investment management companies.

It's the end of the week, which means it's time for "Financial Friday". Today, we're focusing on one of the most important financial documents out there: the income statement.

🧶⬇️ What is an income statement?

It's a financial report that shows a company's revenues, expenses & net income (or loss) over a period of time. The income statement is an important tool for investors, creditors & management to evaluate a company's financial performance.

Welcome to my "Wednesday Wisdom" series, where every week I bring you 5 key takeaways from some of the best investing books of all time.

This week, we're exploring the investment wisdom of Aswath Damodaran and his book "The Little Book of Valuation". Intro on author:

Aswath Damodaran is a renowned professor of finance at the Stern School of Business at New York University. He is widely recognized as an expert on corporate valuation & has published books on the topic - "The Little Book on Valuation" & "Investment Valuation."

It's no secret that tech has revolutionized the way we live and work. But at what cost? The answer, unfortunately, is carbon emissions. Let's take a closer look at the impact of our favorite tech giants on the planet.

$AAPL $AMZN $GOOG $GOOGL $MSFT $META 1/ When we compare the big five tech giants, Amazon leads the pack and Apple comes in last:

▪️ $AMZN: 16.18 million metric tons
▪️ $GOOGL: 6.62 million metric tons
▪️ $MSFT: $4.86 million metric tons
▪️ $META: $3.14 million metric tons
▪️ $AAPL: $1.06 million metric tons

Welcome back to the "Monday Mindset" series, where each week we explore the wisdom and quotes of some the greatest investors of all time!

This week, we're focusing on one of the most influential investors of the 20th century, Philip Fisher! Intro on Fisher:

Philip Fisher was an American investor born in 1907. After he graduated from Stanford University in 1928, he worked as a securities analyst for a brokerage firm in San Francisco. In 1931, he started his own investment advisory firm, Fisher & Company.

Get ready for a bulk-tastic adventure! On the 7th episode of my Sunday deep dive, we're journeying through the aisles of Costco. From bulk purchases to member-only savings, lets see why this retail giant is worth the membership fee!

Ticker: $COST
Industry: Retail & Wholesale 1/ Intro:

Costco is a large membership-based warehouse club that offers a wide selection of merchandise at discounted prices. $COST was founded in 1983 in Seattle & has since grown to become one of the largest retailers in the world with locations around the globe.

It's time to put the pedal to the metal on fuel efficiency! Check out this chart to see which car manufacturers are taking the lead on green technologies. $TSLA $F $GM $STLA $VWAPY

When it comes to Plug Ins, EV, Fuel Cell:

$TSLA - 100%
$VWAPY - 7%
BMW - 7%
$F - 3%
$GM - 1% For anyone unfamiliar with the car jargon:

▶️ Direct injection (DI): a fuel injection system that delivers gasoline directly into the combustion chamber, improving efficiency and power.

In the 5th episode of my Sunday deep dive, we're diving into the the tech giant that has made waves in SE Asia. From e-commerce to digital entertainment, Sea Limited is charting new territory & breaking the mold.

Ticker: $SE
Industry: Internet Retail
Market Cap: $39.6B

🧵⬇️ 1/ Intro:

Sea Limited $SE is a multinational technology company headquartered in Singapore. The company was founded in 2009 and has since become one of the largest internet companies in the region, serving millions of customers across several countries.