Skip to main content
No. of Recommendations: 26
Thanks for your postings on SE as this stock is a bit of an orphan on this message board. SE is my largest position since last April at >10%. SE has the pedigree, backers, management, and legs to perform for a long time. Many folks are uncomfortable investing beyond our borders. I am married to a Thai for 35 years so I have spent a lot of time in that part of the world so kind of understand the culture, politics, and economics of many of the SE Asia countries. So I very much have my eyes open and recognize how the Shopee/Money fits with the culture. Actually my wife initially said the model would never work and implied I was a dumb farang (foreigner in Thai). But after a few heated debates, she is got on board and also is an investor. I think a lot of MF people have missed this one but I believe there is still plenty of upside in the coming year. This is a narrative story stock like many stocks recommended on this board. Just keep an eye on the growth rates of Shopee and any slowdown in Garena gaming.

-long SE
Print the post  


What was Your Dumbest Investment?
Share it with us -- and learn from others' stories of flubs.
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.