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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Sea Limited represents a compelling opportunity due to its robust revenue growth, margin expansion, and improved efficiency across its three business segments. Most notably, the...
— Wolf of Harcourt Street
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Other investors who've written on Sea Limited
Sea Limited has achieved EBITDA profitability across all regions for its e-commerce business, Shopee, with margins expanding due to advertising, logistics, and fintech services. The manager believes...
Since our last letter, shares in Sea Limited have dipped another -20%. Which is puzzling,...