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Sea: Improved Gaming Trends On Top Of Record E-Commerce Margins (Rating Upgrade)
Seeking Alpha· 2025-05-20 11:15
Core Viewpoint - The article emphasizes the importance of reallocating a larger portion of investment portfolios towards international stocks, particularly in light of the recent rebound in U.S. stocks and their high valuation multiples. It highlights the potential of both value and growth opportunities in international markets [1]. Group 1 - The current market environment shows a significant rebound in U.S. stocks, which have reclaimed high valuation multiples [1]. - There is a strong focus on value in international stocks, but growth stories should not be overlooked [1]. - The author, Gary Alexander, has extensive experience in technology and startup sectors, providing insights into current industry trends [1].