Late 2024. The air was thick with desperation, the scent of burnt money and broken promises. I laid it down, cold and hard: Sea Limited (SE 4.15%) wasn’t just a stock; it was a goddamn phenomenon. Tripled in a year. A triple, people! While the rest of the market was busy rearranging deck chairs on the Titanic, this thing was SURGING. They called it growth. I call it a temporary reprieve from the inevitable heat death of the universe, but hey, who’s counting?
Look, I wasn’t buying the hype entirely. A bargain? Please. But attractive? Relatively. Like a rattlesnake in a silk bathrobe. Dangerous, yes, but with a certain… allure. A flicker of something REAL in a world drowning in synthetic garbage.
2025 didn’t repeat the fireworks. No, sir. The beast needed to breathe. But a 20% gain? Still enough to leave the S&P 500 choking on its own dust. About 2.5 percentage points ahead. A whisper of victory. And now, I’m staking it all on 2026. A third consecutive year of kicking the market’s ass. Why? Because I’ve stared into the abyss, and the abyss… is still buying Sea Limited stock.
The Numbers Don’t Lie (But They Can Be Misleading)
The latest reports? They’re…impressive. In the third quarter, everything was firing on all cylinders. All three segments. Like a goddamn symphony of profit. E-commerce revenue up 35%. Monee’s loan balances? Nearly 70%. SEVENTY! That’s the kind of exponential growth that keeps me awake at night. And the gaming division, once written off as a relic? Bookings up 51%. Fifty-one! The dead are rising, people. Overall revenue jumped 40%, adjusted EBITDA a stellar 68%. Stellar. Like a goddamn supernova.
A Growth Machine Still in First Gear
Beyond the raw numbers, there’s a momentum building. Ad revenue in Shopee? Up over 70%. A high-margin driver. Good. Monee’s loan growth outside the Shopee ecosystem is exploding, still less than 10% of total loans. It’s starting to look a lot like the early days of PayPal (PYPL 2.13%), scaling beyond eBay’s (EBAY 0.62%) orbit. A parasitic bloom. Beautiful. Terrifying.
Sea Limited has been on a tear. Profitability is improving. But this isn’t some fully mature behemoth. It’s still in the early stages of unlocking its potential. E-commerce, finance… the opportunities are vast. So I’m putting it on the record: Sea Limited will beat the S&P 500 for the third year in a row. And by a wider margin than last time. Don’t say I didn’t warn you. The tiger is loose, and it’s hungry.
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2026-01-29 23:13