@@BrianFeroldiYT Thank you, I hope everyone that watched your video on SE does themselves a favor and opens a position in the company. Thank you for an excellent video on SE.
@@ryanshih9805 Nooooo, I've been adding shares. I don't need the money so I prefer to hold through the sell offs. I still have a sizeable gain and I would incur a pretty good tax liability, so I'll hold for a long while still.
@@markrobertdevison1227 It's not a tax "liability" dude. I rather sell at $300 and pay taxes, then ride these high flyers down to reality and NOT sell at all. If you think these Motley Fools recommended growth stocks will go back to their ridiculous valuation any time soon, you're dreaming.
Love your guys stock analysis. And appreciate the vulernability of showing that your Stockard Portfolios with goal of 'beating the S&P index' appeared to be losing to the index -28% and -23%.. Maybe you could comment on why the portfolio is failing in its goal.. maybe its just a short-term failure?
Hi Larry -- we have made a video about that. Our style of investing (growth) is out of favor. Tons of our favorite stocks have been killed. We are big believers in transparency, so we know our results look ugly! But...that's the whole point. We want to show people what we are going through in real-time, not just sugar coat it!
I think its better they optimize their business in existing countries and then expand to other countries, it is hard to penetrate into countries like brazil given the economies and competition from native businesses Brazil has meli, stoneco India has paytm, phonepe, rupay etc Profitability seems very far from now and that too lot of challenges! Would love to see your take on STNE a fintech company in brazil owned by both cathiewoods and warrenbuffet!
@@stoffelbrian i didnt know they were already successful in brazil, i thought they were just entering, And they have just suspended their operations in India it seems, which i belive is ok as it can concentrate on others
We did :) We've experimented with A LOT of different audio setups. It's not easy cause I'm in the Northeast and Stoffel is in the Midwest. Figuring out the right tech mix has been challenging
*BUY LOW, SELL HIGH...I have nothing against these two gents but Buffett & Munger advises us mere mortals to buy "quality" companies at low prices...In Berk We Trust! #SE
Hi Dan --- we covered SOFI previously. It's not a stock I knew well or own -- BUT, the next time they reporting earnings, I'm going to have my friend Brad come on the show and educate us about it more.
I also really love sea limited . Just to play devil's advocate. Have you taken into account the fluid nature of some of the political climates SEA operates in. Myanmar for instance is in civil war.
"The trend is your friend...'til it's not" - I, Kong from theKONGSTOCKS™coined this phrase in 2018 (U.S. Patent US07/451,623) and get paid .05¢ each & every time it's mentioned on the World Wide Web...thanks! #SE
Unfortunately, the Singaporeans language-of-choice is Malay which follows the same 'subject-verb-object' structure as the Chinese but if you understand this order then no-need for an editor (overtly-excessive a.k.a. expense waste) #SE
Too many international variables here. Wouldn't say it is broken, but doesn't seem to be bouncing off the lows, like some many other formerly high flying, high multiple growth companies. I see the great potential, but loading up on MDB and BILL at these lows. Why buy complexity and question marks? This game is hard enough.
@@BrianFeroldiYT Yes the ticker symbol is $GRAB, southeast asian company/superapp including ride-hailing, delivery, payments and more. Altimeter brought them public via SPAC.
Yes they are burning cash but that is to fuel future growth. However mgmnt have shown great Capital allocation skills. Issued new shares right at the top, now withdrawing from markets Which they havent found the traction they wanted, to focus on profitablity and to grow the business inte SEA region plus Brazil. All the right moves in my book. Long and strong!
@@shaunrosenberg4568 i believe they have focus across all divisions. They are Talking about launching new games this year along side further development in Free Fire. It is all about execution now.
Yeah but SEA was THE stock a few months ago. What changed? The price? Or was it all just hype? I think Shopee is great business. Their gaming business is the thing that worries me.
The gaming business is just so so... Garena has been around for decade. They are situated in Singapore and I am a Singaporean and my friends too doesn't use Garena. It's more popular in Indonesia or Philippines. Singaporeans typically uses Steam for gaming. As for Sea money. Don't know and don't care and doesn't hear anybody mentioned about it before. I worked in IT industry. I do know Sea just not Sea Money lol. As for shopee it's well known and plenty of people using. So if Garena is their top earner. People investing should worried abit...
What a great dynamic you two have, well polished turn-taking. A pleasure to watch
This ^
Thank you FK! We are constantly try to improve our flow to make our videos better. We really appreciate the feedback!
The pacing on this deep dive is perfect. Really love the 2-person dynamic and the easy-to-follow score cards!
Thanks! We like this format too.
I've been holding SE since it was $36. I added shares at $44 and $121.
Nice cost basis Mark!
@@BrianFeroldiYT Thank you, I hope everyone that watched your video on SE does themselves a favor and opens a position in the company. Thank you for an excellent video on SE.
Yeah, hope you sold when it was over $300, lol.
@@ryanshih9805 Nooooo, I've been adding shares. I don't need the money so I prefer to hold through the sell offs. I still have a sizeable gain and I would incur a pretty good tax liability, so I'll hold for a long while still.
@@markrobertdevison1227
It's not a tax "liability" dude. I rather sell at $300 and pay taxes, then ride these high flyers down to reality and NOT sell at all.
If you think these Motley Fools recommended growth stocks will go back to their ridiculous valuation any time soon, you're dreaming.
would you buy meli or se if you only had to invest in one of them?
MELI is a top holding of mine.
MELI is a top holding for those who bought before it went up 4000%+
So still a good buy now ?
Love your guys stock analysis. And appreciate the vulernability of showing that your Stockard Portfolios with goal of 'beating the S&P index' appeared to be losing to the index -28% and -23%.. Maybe you could comment on why the portfolio is failing in its goal.. maybe its just a short-term failure?
Hi Larry -- we have made a video about that. Our style of investing (growth) is out of favor. Tons of our favorite stocks have been killed. We are big believers in transparency, so we know our results look ugly! But...that's the whole point. We want to show people what we are going through in real-time, not just sugar coat it!
format and execusion keeps getting better! Great work guys.
Much appreciated! Glad you noticed :)
I think its better they optimize their business in existing countries and then expand to other countries, it is hard to penetrate into countries like brazil given the economies and competition from native businesses
Brazil has meli, stoneco
India has paytm, phonepe, rupay etc
Profitability seems very far from now and that too lot of challenges!
Would love to see your take on STNE a fintech company in brazil owned by both cathiewoods and warrenbuffet!
Will add it to the list Vishnu!
I've had similar thoughts. At the same time, success in Brazil has me thinking they might be on to something
@@stoffelbrian i didnt know they were already successful in brazil, i thought they were just entering,
And they have just suspended their operations in India it seems, which i belive is ok as it can concentrate on others
@@BrianFeroldiYT thank you, NU bank is also a stock owned by both may be its worth adding that to the list!
You should search for employee rating by the subsidiary companies (I.e, shopee, garena, seamoney)
Great suggestion
Nice production on the video. Very efficient I appreciate that. Not so sure on SE right now. I may initiate a small position or maybe wait and see.
Glad you appreciate the style of the video!
Great video! Appreciate the insights. You guys going to upgrade from the xbox headsets?
We did :) We've experimented with A LOT of different audio setups. It's not easy cause I'm in the Northeast and Stoffel is in the Midwest. Figuring out the right tech mix has been challenging
Would love to see your thoughts on OATLY
Is that the ticker?
The ticker is OTLY
Any thoughts on this now that SE is down by 50 % since your recommendation?
*BUY LOW, SELL HIGH...I have nothing against these two gents but Buffett & Munger advises us mere mortals to buy "quality" companies at low prices...In Berk We Trust! #SE
Great content guy's. Could you look into a company called xpel? They look like the type of growth stock you would be interested in.
thanks, one of my top holdings is SE. would like to see your thoughts on SOFI.
Hi Dan --- we covered SOFI previously. It's not a stock I knew well or own -- BUT, the next time they reporting earnings, I'm going to have my friend Brad come on the show and educate us about it more.
Sofi on fire now
If I invest what are the chances I can buy a pool by next year?
61.7%
I wanted to buy at 70 or 80 forgot what the price was but had to wait on my salary, now it's back to 120+
Yes, the prices provided a few weeks ago were very tempting.
I also really love sea limited . Just to play devil's advocate. Have you taken into account the fluid nature of some of the political climates SEA operates in. Myanmar for instance is in civil war.
Perfectly fair. As noted in the video, the geopolitical risk of this company is high. I still think it's going to do well....but I could be wrong!
Can you do a video for Digital Turbine ?
A little dated, but here you go: ruclips.net/video/dvatap2MZN4/видео.html
Congrats on your buy!!! 🤣🤣🤣🤣 Apparently you've never ever heard of a downtrend. The trend is your friend.
"The trend is your friend...'til it's not" - I, Kong from theKONGSTOCKS™coined this phrase in 2018 (U.S. Patent US07/451,623) and get paid .05¢ each & every time it's mentioned on the World Wide Web...thanks! #SE
Why did India ban the game?
They need an editor for their mission statement. Better: To use technology to better the lives of consumers and small businesses.
Unfortunately, the Singaporeans language-of-choice is Malay which follows the same 'subject-verb-object' structure as the Chinese but if you understand this order then no-need for an editor (overtly-excessive a.k.a. expense waste) #SE
Too many international variables here. Wouldn't say it is broken, but doesn't seem to be bouncing off the lows, like some many other formerly high flying, high multiple growth companies. I see the great potential, but loading up on MDB and BILL at these lows. Why buy complexity and question marks? This game is hard enough.
Fair enough Michael -- the international risk is large. No shame in putting this in your "why bother" pile.
Would love to see a video on Grab
Is that the ticker?
@@BrianFeroldiYT Yes the ticker symbol is $GRAB, southeast asian company/superapp including ride-hailing, delivery, payments and more. Altimeter brought them public via SPAC.
If you like to loose your money than invest in Sea...No problem to burn your cash.
Because...? We highlighted the risks in the video. Anything else we missed?
Yes they are burning cash but that is to fuel future growth. However mgmnt have shown great Capital allocation skills. Issued new shares right at the top, now withdrawing from markets Which they havent found the traction they wanted, to focus on profitablity and to grow the business inte SEA region plus Brazil. All the right moves in my book. Long and strong!
Are they still focusing on Garena? Or are they ignoring their cash cow?
@@shaunrosenberg4568 i believe they have focus across all divisions. They are Talking about launching new games this year along side further development in Free Fire. It is all about execution now.
RIP
I think its price is not that attractive
It's valuation is still high
It’s a baby Tencent.
Following in those footsteps
@@BrianFeroldiYT makes sense considering Tencent is a big backer of Sea.
Score 13 or 31🤣
? You just made me rewatch it to see if we made a mistake. It says 13 in the video. Am I missing something?
At 10:10, you wrote 31 😁
Nevertheless, great video!
Ask for more 😃
Lol
Risky investment in my opinion. There are safer opportunities right now in the market
Yeah but SEA was THE stock a few months ago. What changed? The price? Or was it all just hype?
I think Shopee is great business. Their gaming business is the thing that worries me.
@@moonboy5851 MELI less China risk
@@ssjj005 China risk in what form?
The gaming business is just so so... Garena has been around for decade. They are situated in Singapore and I am a Singaporean and my friends too doesn't use Garena. It's more popular in Indonesia or Philippines. Singaporeans typically uses Steam for gaming. As for Sea money. Don't know and don't care and doesn't hear anybody mentioned about it before. I worked in IT industry. I do know Sea just not Sea Money lol. As for shopee it's well known and plenty of people using. So if Garena is their top earner. People investing should worried abit...
@@TimothyTeo SE is backed by Tencent which causes China risk whereas MELI has none