102441618 :
Sea Ltd has been expanding aggressively beyond SEA, into markets such as LATAM and more recently, parts of Europe. Beyond the expansion, I think Sea Ltd makes it a point to understand the differences in consumer preferences across the various markets. I think at this point, “It’s a great company with good execution, Alibaba’s great but the political uncertainties makes it a less attractive choice for me atm.
DwarfCo : Alibaba is a highly profitable company and has a strong business model and moat.
V大牛V DwarfCo: Alibaba will have a lot of troubles from Chn gov in future. Unfriendly to non-Chinese investors
Ultra boy : Baba homeground has 1.4billion buying power etc etc...
Tired Worker : Considering the population of SEA vs China I think the latter is more promising.
102441618 : Sea Ltd has been expanding aggressively beyond SEA, into markets such as LATAM and more recently, parts of Europe. Beyond the expansion, I think Sea Ltd makes it a point to understand the differences in consumer preferences across the various markets. I think at this point, “It’s a great company with good execution, Alibaba’s great but the political uncertainties makes it a less attractive choice for me atm.