Long term non professional investor. Passionate about innovation. Would like to see the first human mission to Mars...
None of my posts is an investment advice.
$SE Sea Limited is back to the valuation it had in Jan '24, at around $40, despite the price has doubled and the growth is much much higher:
- Jan '24: $40, 1,6 EV/Rev, 5% YoY Rev Growth
- Jun '26: $84, 1,5 EV/Rev, 46% YoY Rev Growth
My nr 4 position. Not financial advice.
$SE Sea Limited is back to the valuation it had in Jan '24, at around $40, despite the price has doubled and the growth is much much higher:
- Jan '24: $40, 1,6 EV/Rev, 5% YoY Rev Growth
- Jun '26: $84, 1,5 EV/Rev, 46% YoY Rev Growth
My nr 4 position. Not financial advice.
We just released an "Analytics" tab for portfolios hosted on Savvy Trader (thanks to @dustinalper our product designer) - and it is AWESOME! This is the tab for my portfolio (link in my profile).
@puddington78@value_invest12@ritmus_sk It's written in their 10-K that 30% of the new clinical program customers is transitioning from the behavioural one. Different from what you say.
@farzyness@99_Colorado This is based on the wrong assumption people are only consumers. Give them free goods and services and they will be happy. Panem and circenses...
People need a scope and identity. Some want to be doctors, engineers, designers even if AI does it better.
@Brian_Stoffel_@nntaleb Do you include cybersecurity companies in the disrupted category? SentinelOne has AI products since years but has never created much disruption to Crowdstrike...
@ARK_Funds@ARKInvest@TashaARK I would take your forecast with caution. I remember when you were making big predictions about 3D printing... Your $PRNT ETF: 5Y -44%.
$S SentinelOne. Until they don't reduce SBC significantly the stock will not go anywhere.
- 2026 YTD revenues $1,001,278 M
- SBC $297,587 M (30% of Revenues)
- 6.4% dilution at current market cap
With 2.800 employees it is avg $106,000 per employee!