$Sea Ltd(SE)$What I have learnt over the years is that when everyone says keep pumping and it will increase, run fast as you can. This is a much correction needed to reflect the actual value that has inflated over a short 1-2 years period. Probably, the entire equity market. Specifically for SEA, a loss making business regardless of growth and potential is still driven by massive money burning. People who are in E-commerce industry knows very well the scene behind every numbers reported, it is just a money game. Ultimately, no E Commerce company is profit, till today. Unless Shoppee starts to monetise aggressively from its platform, but then you have sellers who will shift to other platforms due to increased cost. So think agai
$Altimeter Growth Corp.(AGC)$Sharing is caring.IMO, I could be wrong. As a shareholder, I have been using Grab Pay, transport, food. To show my support in driving utilisation for AGC/Grab. All shareholders should too ;) Ecommerce is a bleeding business, no company has made a profit and Grab is right not to venture in. Transportation should be profitable. The next vertical is Grab Finance, highly regulated but yet highly profitable if done right, that means highly scalable. Long term man. Don’t trade, invest in this ticker. Like i said, I am no expert. Just an average Joe.
$Altimeter Growth Corp.(AGC)$Hi all anyone received message on the Margin changes for this account from 5th Nov? I am not on leverage or margin, wondering if there is any issues going on right now?
$Palantir Technologies Inc.(PLTR)$Based on Price to Sales Ratio computation. This ticker shouldbe priced at $30-$35 depending on growth rate (35-60%) 2022 projected price. Is it still a good price to enter? Kinda obvious. Not so good if you just want to trade. Still a good 35% potential counter for 2022.
$Grab Holdings(GRAB)$For grab to reach $24, it will have a market capitalisation of $100billion. That’s massive. So, how do you do that? Probably GFG (Grab Financial Group) is the only way to accomplish that. Financial products has great margin. I love Grab for its service and convenience it has provided to our daily lives. As for its total share, I wished it was lower but do expect it to head North once more people (Employees/key stakeholders) exercise their share optionin due time, similar to Palantir, thus diluting more shares. Since the CEO in his last interview with CNBC is confident of profitability, I am looking forward to that day. To many investors, (not traders) out there
$Sea Ltd(SE)$I love shopee!!!! Got many free items during this 9.9. sales. Apply coupon and free shipping!!! Checkout, payable $0. No wonder, 1.8million items “sold” in 2 minutes. Another $8Billion to burn! Loving it.
$Tesla Motors(TSLA)$Don’t be surprised if it ends up green by end of this week. Long term investors are not worried. Chill guys. The fundamental remains. Nothing change except for CEO who is open for his next move, voted by people.
It will be 4 trillion, in less than a decade. Probablythe most valuable company to bring great changes to the way we drive and live. Vertically integrated is the key. Agile and start up approach. Conviction grew as I start to understand more about Tesla. Amazing journey to be part of.
Tesla drives toward $1 trillion club on record Hertz order
As much as I love SEA, there is a growing similar platform out there. Ecommerce is a math game. Putting aside UI and UX, smart consumers are moving everywhere. I foresee great showdown between Shoppee vs Coupang vs Grab vs Lazada. Another 3-5 years of massive money burning. Even with digital bank, Grab will not rest.
Southeast Asia’s Attempts at Replicating Singles’ Day Sales Drive Shopping Boom
In essence, i will continue to burn. $100 billion is 5xtarget from its current achievement of $20 billion reported recently via Lazada. So, E-commerce will continue to be unprofitable for at least few more years.