- Entry
- $106.60
- Now
- $117.50 +10.2%
- Target
- —
- Score
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Sea Limited is running the same engine as MercadoLibre, an ecommerce plus a fintech business but in Southeast Asia instead of Latam. All three of its businesses are already profitable, and the stock is about 40% down its high in September 2025 The financials have turned around in the last 3 years from 2022 to 2025: \* FCF went from -$1.9B in 2022 to +$4.4B in 2025 \* Net profit from a $1.65B loss to $1.58B in profit They're profitable …
— ORIGINAL POST ·
Sea Limited is the MercadoLibre of Southeast Asia: same marketplace plus fintech, all three businesses already profitable but its trading roughly half MELI's multiple and 40% down its high
· r/ValueInvesting
· Jul 30, 2026