6 Comments

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

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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

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

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Thanks so much Nicola, and same to you!

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

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Thank you for reading, and same to you!

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