Sea Ltd has a totally unsustainable business plan.

2021-08-18

What a joke... The higher the revenue $Sea Ltd(SE)$ this company has, the bigger earnings loss they have. Totally unsustainable business plan. They are literally BUYING revenue -- which is a losing proposition. "Total adjusted EBITDA1 was US$(24.1) million compared to US$7.7 million for the second quarter of 2020."

Remember: numbers don’t lie. Growth of gaming users slow down from 78% to 45% in less than a year. Yet your gaming revenue increases 180% when 2 quarters ago the growth rate is slowing, why? Delta, gentleman.

A year ago, when we are still in COVID, gaming revenue growth is 73% while user growth is 78%. That is one-for-one. Now, user growth has slowed to 45%. When Delta is gone, user growth will slow even more, which means revenue growth back to 30%.

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