Sea Limited (SE) – Gab
Pitch Summary: @GabGrowth explains Sea Limited’s post-September drawdown as a sentiment-driven correction rather than a fundamental break. He argues investors are overreacting to two quarters of lower Shopee operating income, framing it as deliberate reinvestment from a stronger baseline rather than a replay of the 2022–2023 profitability reset. The catalyst for margin variability is a […]
Lakehouse Global Growth Fund 2025 Q2 (SE)
Pitch Summary: Southeast Asia’s leading e-commerce platform, Sea Limited, was our largest contributor for the year as the company delivered an impressive combination of accelerating growth and improving profitability. At a group level, revenue rose 30% year-on-year to US$17.9 billion and operating income saw a material turnaround from a US$38.8 million loss to a US$875.2 […]
