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Santiago Hunt Profile picture
Santiago Hunt
@santiagohunt
Sep 7, 2021 • 5 tweets • 1 min read
At current prices, $SE has overtaken $SHOP in mkt cap becoming the #1 digitally native company in the world (born outside of US/CN).

(193Bn USD - Source: Google)

An incredible achievement -what’s next?
👇 2) Being #1 or #2 vs SHOP is irrelevant. SHOP has had even higher valuations. Will likely flip back.

What’s note worthy is that $SE is now a ~200B company. Impressive scale, even more impressive growth speed. I didn’t expect this to happen so quickly.

Nov 20, 2020 • 15 tweets • 3 min read
1) Lately I’ve been asked a lot about Sea Ltd.
So here’s a thread with thoughts.

I won’t go into financial forensics (not much I can add) – instead I’ll try to distill bull/bear/mega bull cases.

Not financial advice, DYOR. I’m long $SE.
@MadsC007 @EMparadigmshift @juliey4 2) $SE in a nutshell: Garena (Videogames) + Shopee (eComm) + SeaMoney (payments + etc). Some other optionality (eg. streaming) but that’s down the road.

Geographically focused in SEA although Garena is big in India & LatAm and Shopee is (slowly) creeping into BR.