Some of these stocks have been beaten down 50 – 70%. Are you guys buying up the dip on these companies for a long term hold? I currently am building a Sea Limited position as they trade a little under 5x 2022 projected sales and can see them reaching a 100 billion dollar market cap in the near future. What are your thoughts on buying e-commerce business right now with the supply chain issues and uncertainty? I'm currently buying the fear and will be holding 5 years +
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