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Started By
Message
Thoughts on SE
Posted on 5/22/20 at 3:49 pm
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 on 5/24/20 at 12:31 am to LSURN98
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.
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 on 5/24/20 at 8:56 am to LSURN98
Definitely one you want to hold for several years.
Posted on 5/24/20 at 8:58 am to LSURN98
I am a big believer in SE and will continue to add to my position.
Posted on 5/24/20 at 9:34 am to hiltacular
Would you consider buying long term options?
Posted on 5/24/20 at 11:50 am to LSUregit
Ha thanks. I actually forgot I posted it but thanks for the response. Agree with everything you said.
Posted on 5/24/20 at 12:12 pm to LSURN98
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 on 5/24/20 at 1:43 pm to cmlsu
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 on 5/25/20 at 9:16 am to LSURN98
quote:
52 week high
You want to buy
quote:?
high
Posted on 5/25/20 at 10:11 am to Bestbank Tiger
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.
I wonder how many of those guys that bought amazon at their 52 week high back in 2000 are regretting their decision today.
Posted on 5/26/20 at 9:47 am to LSURN98
I got in at $81 today. We shall see.
Posted on 5/26/20 at 9:54 am to LSURN98
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 on 6/15/20 at 5:30 pm to LSURN98
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 on 6/15/20 at 6:25 pm to LSUFrosty
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 on 6/15/20 at 6:48 pm to DawgCountry
quote:
buy high, sell high-er
It's funny but this "strategy" seems to work a lot better than value investing.
Posted on 6/15/20 at 6:55 pm to Whodatforlife21
Yes SE is a beast mode stock. LEAPs almost always make money on a name like that.
Posted on 6/16/20 at 9:05 am to LSUFrosty
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 on 6/19/20 at 10:01 am to hiltacular
all time high today at 110
Posted on 7/1/20 at 9:16 am to cgrand
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
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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