Over 300 of Shopee India’s Staff in a Fix as It Checks Out
The news came as a shocker to its employees, who were unaware until Monday that the company was wrapping up its business in India, sources told...
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Sea Limited - Too Early To Call For The Bottom
In our last update, the stock was around $250, and we called for a reality check in progress which might have led to a sharp revision in the...
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Sea Limited, Reality Check In Progress
In our last update on the stock, it was trading at $330 per share, up 20% from April when we considered the stock almost fairly valued in the best...
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Sea Limited: It's All About Expectations And Discount Rate
Since our first valuation of the stock, the price has gone up more than 20%. At that time, we considered the company to be fairly valued in the...
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Weekly Innovation Review (WIRE) #45
Headline Developments Every week there’s a new deal (or regulation) in gaming. The Steam Deck, the Epic vs Apple case, China’s regulatory...
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