6 Comments

I don't think Garena performance matters much with Sea at these prices. Shopee and DFS growth has turned gaming into an optionality more than a necessity imo.

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I am interested in it because of all of the actions management listed last quarter to turn it around. The market is essentially pricing Garena at zero. If it becomes a valuable asset again the stock price will react very favourably

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Will be interesting to see how the market responds to Azure vs AWS results. Expectations should be much higher for Azure with how Microsoft is priced right now

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Agreed on that. On the flip side, makes Amazons valuation far more reasonable

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Totally agree. Publishing my amazon deep dive tmrw

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Looking forward to reading

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