Sea Limited: Shopee Monetization Driving EPS Growth

Group 1 - The article emphasizes the importance of experience in analyzing diverse industries such as airlines, oil, retail, mining, fintech, and ecommerce, highlighting the macroeconomic, monetary, and political factors that influence these sectors [1] - The author reflects on their extensive experience through various crises, including the dot-com bubble, 9/11, the great recession, and the COVID-19 pandemic, which provides a strong foundation for understanding multiple disciplines [1] Group 2 - There is a mention of a beneficial long position in the shares of specific companies, indicating a positive outlook on their performance [2] - The article expresses personal opinions and insights without any external compensation, suggesting an independent analysis of the market [2]