TIVP072 (Video): Sea Limited (SE): Can Sea Limited 10x Again? w/ Daniel Mahncke & Shawn O’Malley
About this episode
Daniel Mahncke and Shawn O'Malley discuss the investment potential of Sea Limited amidst competition and market dynamics.
Daniel Mahncke and Shawn O'Malley take a deep dive into Sea Limited — the largest Southeast Asian marketplace whose investment case now turns on two of the most debated questions in the stock today: whether Shopee's dominance across Southeast Asia can hold up against TikTok Shop without margins being structurally capped near current levels, and whether Sea's expansion into Brazil, head-to-head with Mercado Libre, is the next leg of the story or a costly distraction from the markets where the company already wins. IN THIS EPISODE YOU’LL LEARN: (00:00:00) Intro (00:02:29) How Sea Limited was founded (00:06:35) Which business units belong to Sea Limited (00:10:37) How a gaming business is funding Shopee and Monee (00:16:55) How Monee compared to Mercado Libre’s Mercado Pago (00:40:22) Why Shopee has become the largest e-commerce company in SEA (01:13:45) How Sea Limited’s moat looks like (01:22:47) Why Sea Limited is so strong in Brazil (01:28:58) Valuation discussion of SE (01:30:53) Intrinsic value of SE (01:31:37) Whether Shawn and Daniel add SE to the Intrinsic Value Portfolio Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS…
More episodes of The Intrinsic Value Podcast - The Investor’s Podcast Network
- TIVP076 (Video): Grab Holdings (GRAB): Why Uber Surrendered Southeast Asia w/ Daniel Mahncke & Shawn O’Malley
- TIVP075 (Video): WIX: The Most Asymmetric AI Bet? w/ Daniel Mahncke & Shawn O’Malley
- TIVP074 (Video): Lifco AB (LIFCO-B.ST): The Serial Acquirer Building an Unstoppable Compounding Engine w/ Kyle Grieve & Shawn O'Malley
- TIVP073 (Video): NVR (NVR): What's Next for One of History's Greatest Compounders? w/ Kyle Grieve & Shawn O'Malley
- TIVP071 (Video): Formula One Group (FWONA): The Only Sports Franchise Worth Owning w/ Kyle Grieve & Shawn O'Malley
- TIVP070 (Video): Microsoft (MSFT): Is Microsoft a Misunderstood AI Opportunity? w/ Shawn O'Malley & Daniel Mahncke
Explore listener stats, chart rankings, contacts and more on the The Intrinsic Value Podcast - The Investor’s Podcast Network podcast page.