6 Comments
Jan 5, 2022Liked by Punch Card Investor

Happy new year, thanks for your detailed anaylsis before! Although Se is not having good start due to tecent sold their shares in Sea...

Expand full comment
author

yep, sentiment has completely flipped and it may be a bumpy ride for a while, but such is the nature of markets. i dont think much has changed fundamentally in terms of the long term thesis for the business

Expand full comment
Dec 29, 2021Liked by Punch Card Investor

Hi Punch Card, well deserved! I wish you a nice and healthy 2022. Best Wishes, Nicola

Expand full comment
author

Thanks so much Nicola, and same to you!

Expand full comment
Dec 29, 2021Liked by Punch Card Investor

thanks for the efforts you are making and wish you and yours health and happiness in the year ahead. sc

Expand full comment
author

Thank you for reading, and same to you!

Expand full comment