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Thoughts on SE

Posted on 5/22/20 at 3:49 pm
Posted by LSURN98
Jupiter
Member since Oct 2019
448 posts
Posted on 5/22/20 at 3:49 pm
Massive growth. Currently at 52 week high. Covid pop or long term winner? Have been steadily increasing my position.
Posted by LSUregit
Member since Dec 2013
1620 posts
Posted on 5/24/20 at 12:31 am to
Didn't want your thread to die with zero comments and SE deserves better. Lil unknown here but won't be for long. SE possibly could be considered the Amazon, Ebay, Shopify, Activision and Paypal of Southeast Asia.

Q1 ER:

Total adjusted revenue was $913.9 million, up 57.9% year-on-year from $578.8 million for the first quarter of 2019.
Total gross profit was $206.8 million, up 424.1% year-on-year from $39.5 million for the first quarter of 2019.


I've been in since the 30s. Recently took some profits to allocate in new positions (and foreign stock talks) but SE will be a long term winner.
This post was edited on 5/24/20 at 12:49 am
Posted by LSUtoOmaha
Nashville
Member since Apr 2004
26574 posts
Posted on 5/24/20 at 8:56 am to
Definitely one you want to hold for several years.
Posted by hiltacular
NYC
Member since Jan 2011
19667 posts
Posted on 5/24/20 at 8:58 am to
I am a big believer in SE and will continue to add to my position.
Posted by Whodatforlife21
Big Easy
Member since Apr 2013
1896 posts
Posted on 5/24/20 at 9:34 am to
Would you consider buying long term options?
Posted by LSURN98
Jupiter
Member since Oct 2019
448 posts
Posted on 5/24/20 at 11:50 am to
Ha thanks. I actually forgot I posted it but thanks for the response. Agree with everything you said.
Posted by cmlsu
Baton Rouge, LA
Member since Aug 2011
659 posts
Posted on 5/24/20 at 12:12 pm to
I have 28 DAL shares at $21 and was thinking of unloading for SE. what do y’all think short term and long term?
Posted by LSURN98
Jupiter
Member since Oct 2019
448 posts
Posted on 5/24/20 at 1:43 pm to
IMO a lot of short term volatility, not unlike everything else given the current global economic conditions/uncertainty. Like LSUregit said long term has the potential to be huge.
Posted by Bestbank Tiger
Premium Member
Member since Jan 2005
70869 posts
Posted on 5/25/20 at 9:16 am to
quote:

52 week high


You want to buy

quote:

high
?
Posted by LSURN98
Jupiter
Member since Oct 2019
448 posts
Posted on 5/25/20 at 10:11 am to
Is 52 week high what drives your investment decisions? If so, don’t buy.

I wonder how many of those guys that bought amazon at their 52 week high back in 2000 are regretting their decision today.

Posted by cmlsu
Baton Rouge, LA
Member since Aug 2011
659 posts
Posted on 5/26/20 at 9:47 am to
I got in at $81 today. We shall see.
Posted by DawgCountry
Great State of GA
Member since Sep 2012
30541 posts
Posted on 5/26/20 at 9:54 am to
quote:

I wonder how many of those guys that bought amazon at their 52 week high back in 2000 are regretting their decision today.




buy high, sell high-er
Posted by LSURN98
Jupiter
Member since Oct 2019
448 posts
Posted on 6/15/20 at 5:12 pm to
Just sayin........
Posted by LSUFrosty
Member since Jan 2012
1861 posts
Posted on 6/15/20 at 5:30 pm to
Wished I had got in earlier. Finally broke down and got in @ 92 last week. Bad timing right before a nice drop to a better entry point. Then boom, great return today.
Posted by leoj
Member since Nov 2010
3106 posts
Posted on 6/15/20 at 6:25 pm to
Check out SE’s EV/Sales compared to any other growth cloud/tech company right now. It is still undervalued based on their margins and sales growth.
Posted by LSUtoOmaha
Nashville
Member since Apr 2004
26574 posts
Posted on 6/15/20 at 6:48 pm to
quote:

buy high, sell high-er



It's funny but this "strategy" seems to work a lot better than value investing.
Posted by wutangfinancial
Treasure Valley
Member since Sep 2015
11075 posts
Posted on 6/15/20 at 6:55 pm to
Yes SE is a beast mode stock. LEAPs almost always make money on a name like that.
Posted by hiltacular
NYC
Member since Jan 2011
19667 posts
Posted on 6/16/20 at 9:05 am to
quote:

Wished I had got in earlier. Finally broke down and got in @ 92 last week. Bad timing right before a nice drop to a better entry point. Then boom, great return today.


I wouldn't worry about timing with SE. This is a long term hold and it is still very early. Just buy at every opportunity.
Posted by cgrand
HAMMOND
Member since Oct 2009
38646 posts
Posted on 6/19/20 at 10:01 am to
all time high today at 110
Posted by cgrand
HAMMOND
Member since Oct 2009
38646 posts
Posted on 7/1/20 at 9:16 am to
running today after a couple weak days.
what’s the feeling on the future?

earnings don’t seem to make a super compelling case unless I’m missing something. I own this at 100
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