Buying Sea Limited And Trimming CrowdStrike

A few days ago, I bought Sea Limited (NYSE:SE) 'Sea' at $73.50/share and trimmed CrowdStrike (CRWD) at $381.64. I am adding a resilient business with durable growth that can help the Sleep Well Portlolio thrive from unpredictability while reducing my largest holding, CrowdStrike, as its valuation has approcesced 90x free cash flow ($381/share vs $4 free cash flow per share). Sleep Well Investments transactions (Sleep Well Investments) Additionally, Sea's 55% market share in Southeast Asia is more dominant t ...