- Sea reported its Q4 and FY 2021 earnings in early March. The stock has dropped substantially since then, bringing it down 75% from its high now.
- We look at the numbers in full detail and look at several insights that we can get from the numbers. Context is extremely important here.
- We also look at the guidance and the future of Garena, Shopee and SeaMoney.
- Sea has a ton of optionality, some obvious, some less obvious.
- I argue why I think the stock has become cheap now from the perspective of a long-term investor.
For further details see:
Sea: The 75% Crash, The Earnings And A Forecast