We will be periodically releasing company updates after we have put out a deep dive on each company. But rather than comment on quarterly metrics, we will try to focus more on how the results have changed our thesis (if at all). This second update comes just half a year after our original piece. You can read our full report
Sea Limited (Update)
Sea Limited (Update)
Sea Limited (Update)
We will be periodically releasing company updates after we have put out a deep dive on each company. But rather than comment on quarterly metrics, we will try to focus more on how the results have changed our thesis (if at all). This second update comes just half a year after our original piece. You can read our full report