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SummarySea Limited is a very high-quality growth stock that surprisingly receives less attention than Alibaba, MercadoLibre, and Amazon, even though it has outperformed all of them, hands down.We help investors understand the key metrics in a useful analytical framework to evaluate Sea Limited's growth opportunities and whether it is worthy of a long-term position.Lastly, we present our valuation argument to help our readers to decide whether they should add Sea Limited stock right now.Shopee Express and Logistics Mini Container Motorcyclenuttapong/iStock Editorial via Getty ImagesInvestment ThesisSea Limited (NYSE:SE) is one of our core holdings in our growth portfolio and one that we have taken the opportunity to add on major dips in the uptrend over the last year as the stock's incredib

US markets continue to trek higher this week. In fact, after looking at the price movement yesterday, I was of the view that Nasdaq 100 will make another all-time high even before Jerome Powell's speech for Jackson Hole. With points level at 15432, readers who read my articles and posts since the beginning of this year would have noted that my price target of 16,000 is likely to become a reality. Rather than to cover more on what Jerome Powell had spoken yesterday, I would touch on another interesting area, which even I myself was caught by the sudden tide that hit numerous hedge funds that invested in Chinese stocks.Since the Bill Hwang's saga back in March that led to a quick meltdown of Nasdaq 100 futures and several stocks from large to small cap US and Chinese stocks, a number of US b

聊聊今日份的交易想法，包括对于大盘走势后续的看法？看涨/看跌哪只股票、晒晒单等等。 港股市场 8月27日，港股三大指数集体低开，恒指跌0.31%报25337点，国指跌0.17%报8922点，恒生科技指数跌0.01%报6336点。 盘面上，燃气股、乳业股、餐饮股、医药股、烟草概念股、纸业股普遍上涨，蒙牛乳业涨2.65%；大型科网股涨跌不一，$百度集团-SW(09888)$ 高开1.34%，$京东集团-SW(09618)$ 、$快手-W(01024)$ 小幅上涨，$阿里巴巴-SW(09988)$ 、$腾讯控股(00700)$ 低开；物管股、体育用品股、光伏股、教育股普跌。 $中国平安(02318)$ 高开1.05%，2021年上半年，公司实现归属于母公司股东的营运利润818.36亿元，同比增长10.1%；年化营运ROE达21.0%；归属于母公司股东的净利润580.05亿元，同比下降15.5%。中国平安发布公告称，公司拟使用不低于50亿元且不超过100亿元的自有资金，以不超过82.56元/股的价格回购A股。