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No. of Recommendations: 26
draj,
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.

-zane
-long SE
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