Any SE holders here??
Pretty disappointed with the latest earnings, especially the part when management decides to remove guidance for Shopee and gave very vague justifications for it. Cash generator gaming segment is slowly dying, Ecommerce growth is slowing, Fintech is growing but there are many competitors in SE and I dont see them grabbing market share fast. Cash burn and share dilution is alarming.
Is there any more reason to still be bullish on the stock? Or should I switch to MELI? or just buy AMZN?
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