10 Best Stocks to Buy According to Brazilian Billionaire Jorge Paulo Lemann

Published July 31, 2021 at 10:27 am EDT Updated August 19, 2026 at 5:12 am EDT

In this article, we will discuss the 10 best stocks to buy according to Brazilian billionaire Jorge Paulo Lemann.

Jorge Paulo Lemann is a Brazilian billionaire investment banker and entrepreneur with Brazilian as well as Swiss citizenship. 3G Capital was established in 2004 by Jorge Paulo Lemann. Jorge Lemann’s net assets value is more than $10 billion. 3G Capital is administered by Alexandre Behring, who joined the firm in 2005.

The Brazilian billionaire, Jorge Paulo Lemann, is persistently influencing investors with his market-beating portfolio management policies. His hedge fund 3G Capital generated solid earnings in 2020 amid investments in infotech and consumer discretionary stocks. 3G Capital has extended its policy of retaining leading positions in robust growth stocks in 2021 despite other manager’s move towards value stocks. The hedge fund trimmed its stakes in communications stocks close to 4% of the overall portfolio at the end of Q4 2020 compared to almost 70% of portfolio weighting in the last year period. Moreover, he started betting on consumers’ shift to online payments platforms by initiating a big position in Square (NASDAQ: SQ). The hedge fund’s 13F portfolio is valued at approximately $269.32 million as of the end of the first quarter of 2021.

As of the first quarter of 2021, 3G Capital holds stocks in several big companies like Amazon.com, Inc. (NASDAQ: AMZN), Microsoft Corporation (NASDAQ: MSFT), and Square, Inc..

Amazon.com, Inc. is an American multinational technology company. Amazon shares have returned 21.17% to investors over the course of the past 12 months. On June 29, Amazon.com, Inc. obtained “SmartLess” rights in a three-year agreement for $60-$80 million in its current podcast push. From August, fresh episodes will surface on Amazon Music and Amazon-possessed Wondery a week before striking other podcast outlets. On July 19, Mizuho analyst James Lee maintained a “Buy” rating on Amazon.com, Inc. with a $4,400 price target. 3G Capital holds 3,200 shares in the company worth over $9 million, representing 3.67% of their portfolio. Lemann’s hedge fund increased its stake in the company by 34% in the first quarter.

Microsoft Corporation is a multinational tech company. Microsoft currently has a $2.16 trillion market capitalization and was able to deliver a 43.77% return in the past 12 months. On July 11, Microsoft Corporation has decided to acquire security software maker RiskIQ for an amount exceeding $500 million. In addition, Microsoft has been adding safety features to products such as Windows and Azure cloud services to prevent cyberattacks on networks. On July 23, Barclays analyst Raimo Lenschow raised the price target on Microsoft to $325 from $288 and maintained an “Overweight” rating. On June 16, Microsoft Corporation declared a quarterly dividend of $0.56 per share, in line with the previous. 3G Capital holds 30,000 shares in the tech firm worth over $7 million, representing 2.62% of their investment portfolio.

Based on the latest 13F holdings for the first quarter of 2021, 3G Capital owns 85,000 shares in Square, Inc. after increasing its stake in the company by 127% from Q4 2020. On July 20, Square, Inc. added Square Banking to Square Financial Services. Square Banking includes three FDIC-insured main products that will help small firms administer cash flows all in the same place. On June 24, Christopher Brendler initiated a coverage on Square, Inc. with a “Buy” rating with a price target of $275. In addition, hedge funds are loading up on Square, Inc., as Insider Monkey’s data shows that 92 hedge funds held stakes in the company in the first quarter of 2021, compared to 89 funds a quarter earlier.

10 Best Stocks to Buy According to Brazilian Billionaire Jorge Paulo Lemann

The entire hedge fund industry is feeling the reverberations of the changing financial landscape. Its reputation has been tarnished in the last decade, during which its hedged returns couldn’t keep up with the unhedged returns of the market indices. On the other hand, Insider Monkey’s research was able to identify in advance a select group of hedge fund holdings that outperformed the S&P 500 ETFs by more than 124 percentage points since March 2017. Between March 2017 and February 26, 2021, our monthly newsletter’s stock picks returned 197.2%, vs. 72.4% for the SPY. Our stock picks outperformed the market by more than 124 percentage points (see the details here). That’s why we believe hedge fund sentiment is a handy indicator that investors should consider. You can subscribe to our free newsletter on our homepage to receive our stories in your inbox.

With this context in mind, here is our list of the 10 best stocks to buy according to Brazilian billionaire Jorge Paulo Lemann. We used Lemann’s 13F portfolio for the first quarter for this analysis.

Best Stocks to Buy According to Brazilian Billionaire Jorge Paulo Lemann

10. nCino, Inc. (NASDAQ: NCNO)

Lemann’s Stake Value: $1,668,000
Percentage of Jorge Paulo Lemann’s 13F Portfolio: 0.61%
Number of Hedge Fund Holders: 21

nCino, Inc. (NASDAQ: NCNO) is a financial technology company. It was founded in 2011 and is placed tenth on the list of 10 best stocks to buy according to Brazilian billionaire Jorge Paulo Lemann. nCino currently has a $6.46 billion market capitalization.

On June 2, nCino, Inc. posted earnings for the first quarter of 2021. It reported earnings per share of -$0.04, beating market predictions by $0.01. The revenue for the first three months of 2021 was $62.4 million, beating the estimates by $3.04 million. In addition, subscription revenues was $51.0 million, up 47% from last year. On July 16, William Blair analyst Robert Napoli initiated a coverage of nCino with an “Outperform” rating and no price target.

3G Capital holds 25,000 shares in the company worth $1.67 million, representing 0.61% of their portfolio. Out of the hedge funds being tracked by Insider Monkey, HMI Capital is a leading shareholder in nCino, Inc., with 2.39 million shares worth more than $159 million.

Just like Amazon.com, Inc., Microsoft Corporation, and Square, Inc., nCino, Inc. is one of the best stocks to buy according to Brazilian billionaire Jorge Paulo Lemann.

9. DoorDash, Inc. (NYSE: DASH)

Lemann’s Stake Value: $3,934,000
Percentage of Jorge Paulo Lemann’s 13F Portfolio: 1.46%
Number of Hedge Fund Holders: 38

DoorDash, Inc. (NYSE: DASH) functions as an online food ordering and food delivery platform. It is the largest food supply company in the United States. It was incorporated in 2013 and stands ninth on the list of 10 best stocks to buy according to Brazilian billionaire Jorge Paulo Lemann. DoorDash shares have offered investors returns exceeding 32% over the course of the past 12 months.

On June 21, DoorDash, Inc. announced an alliance with Albertsons Companies, Inc. (NYSE: ACI) to offer on-demand foodstuff delivery from nearly 2K shops in the U.S. Albertsons will offer above 40K grocery items from stores for delivery via DoorDash. On June 29, Wells Fargo analyst Brian Fitzgerald raised the price target on DoorDash to $215 from $170 and maintained an “Overweight” rating on the shares. On May 13, DoorDash, Inc. posted earnings results for the first three months of 2021. The earnings per share was -$0.34, missing market predictions by $0.11. The revenue over the period was $1.1 billion, beating the estimates by $102.04 million.

3G Capital holds 30,000 shares in the firm worth over $3 million. This represents 1.46% of their portfolio. The hedge fund’s stake in DoorDash, Inc. stock increased by 29,900% in the past few months, the latest data reveals. The biggest stakeholder of the company is Coatue Management, with 9.26 million shares worth $1.21billion.

Just like Amazon.com, Inc., Microsoft Corporation, and Square, Inc., DoorDash, Inc. is one of the best stocks to buy according to Brazilian billionaire Jorge Paulo Lemann.

8. ZoomInfo Technologies Inc. (NASDAQ: ZI)

Lemann’s Stake Value: $4,890,000
Percentage of Jorge Paulo Lemann’s 13F Portfolio: 1.81%
Number of Hedge Fund Holders: 24

ZoomInfo Technologies Inc. (NASDAQ: ZI) operates a cloud-based intelligence platform for merchandising teams. The company was founded in 2007 and stands eighth on the list of 10 best stocks to buy according to Brazilian billionaire Jorge Paulo Lemann. ZoomInfo shares have gained about 35.99% in value over the last 12 months.

On July 14, ZoomInfo Technologies Inc. indirect subsidiary announced that it issued 3.875% senior unsecured notes due 2029, whose principal amount is $300 million. The proceeds will be used to repay outstanding borrowings and for general corporate purposes. On July 13, ZoomInfo decided to acquire Chorus.ai, a conversation intelligence company. ZoomInfo agreed to obtain the assets and specified liabilities of Chorus for about $575 million in cash, which includes tax benefit related to the asset procurement of over $100 million. On July 16, Stifel analyst J. Parker Lane kept a “Buy” rating on ZoomInfo Technologies Inc. with a price target of $65.

Jorge Paulo Lemann’s 3G Capital owns 100,000 shares of ZoomInfo Technologies Inc., worth $4.89 million. Alkeon Capital Management, with 1.44 million shares, is the biggest stakeholder in the company. Just like Amazon.com, Inc., Microsoft Corporation, and Square, Inc., ZoomInfo Technologies Inc. is one of the best stocks to buy according to Brazilian billionaire Jorge Paulo Lemann.

7. ServiceNow, Inc. (NYSE: NOW)

Lemann’s Stake Value: $7,252,000
Percentage of Jorge Paulo Lemann’s 13F Portfolio: 2.69%
Number of Hedge Fund Holders: 98

ServiceNow, Inc. (NYSE: NOW) is an American software company that develops cloud computing platforms. The company was previously known as Service-now.com. ServiceNow was incorporated in 2004 and stands seventh on the list of 10 best stocks to buy according to Brazilian billionaire Jorge Paulo Lemann. ServiceNow shares have returned 37.86% to investors during the course of the past 12 months.

On April 28, ServiceNow, Inc. posted earnings for the first quarter of 2021. It reported earnings per share of $1.52, beating market predictions by $0.17. The revenue for the first three months of 2021 was over $1.36 billion, up 30.8% YoY, beating the estimates by $20 million. On July 16, Mizuho analyst Gregg Moskowitz raised the price target on ServiceNow to $640 from $590 and maintained a “Buy” rating on the shares.

The hedge fund managed by Jorge Paulo Lemann owns 14,500 shares in the tech company worth over $7 million, representing close to 2.69% of their portfolio. In addition, hedge fund sentiment increased for ServiceNow, Inc. in the first quarter of 2021. Insider Monkey’s data shows that 98 elite hedge funds held stakes in the company in the first quarter of 2021, up from 96 funds a quarter earlier. Just like Amazon.com, Inc., Microsoft Corporation, and Square, Inc., ServiceNow, Inc. is one of the best stocks to buy according to Brazilian billionaire Jorge Paulo Lemann.

Palm Capital, in their first quarter 2021 investor letter, mentioned ServiceNow, Inc.. Here is what the fund said:

“ServiceNow provides software solutions to structure and automate various task and processes for large businesses. The company began in 2004 with a solution to help businesses manage the IT services they offer employees and customers. Unlike the existing solutions in the market, ServiceNow’s offering was built using modern architecture that was flexible, modular, and user-friendly. And it left the incumbents – large companies such as BMC, IBM and MicroFocus – playing catch up.

As the company grew to dominate this market, it saw the opportunity to expand its offering to include the broader task of IT Operations Management – or the monitoring and control of an entire business’s IT infrastructure. And over time its success in improving productivity and user experience in IT resulted in customers asking the company to expand its offering into other business workflows including HR Management and Customer Services – which it has since done…” (Click here to see the full text)

6. Snowflake Inc. (NYSE: SNOW)

Lemann’s Stake Value: $9,171,000
Percentage of Jorge Paulo Lemann’s 13F Portfolio: 3.4%
Number of Hedge Fund Holders: 71

Snowflake Inc. (NYSE: SNOW) provides a cloud-based data platform. It was incorporated in 2012 and ranks sixth on the list of 10 best stocks to buy according to Brazilian billionaire Jorge Paulo Lemann. Snowflake shares have offered 12.43% in returns to investors over the course of the past 3 months.

On June 14, Deutsche Bank analyst Patrick Colville raised the price target on Snowflake to $265 from $248 and kept a “Buy” rating on the shares. On May 26, Snowflake Inc. posted earnings for the first quarter of 2021. It reported earnings per share of -$0.70, missing market predictions by $0.19. The revenue for the first three months of 2021 was $228.9 million, up 110.4% YoY, beating the estimates by $15.54 million. Product revenue for the first quarter of 2021 was $213.8 million, up 110% year-over-year.

Jorge Paulo Lemann’s 3G Capital currently owns 40,000 shares of Snowflake Inc. worth $9.17 million. Snowflake occupies 3.4% of 3G Capital’s overall equity. At the end of the first quarter of 2021, 71 hedge funds in the database of Insider Monkey held stakes worth $12.97 billion in Snowflake, up from 54 the preceding quarter worth $7.72 billion.

Just like Amazon.com, Inc., Microsoft Corporation, and Square, Inc., Snowflake Inc. is one of the best stocks to buy according to Brazilian billionaire Jorge Paulo Lemann.

In its first quarter 2021 investor letter, RiverPark Funds, an asset management firm, highlighted a few stocks, and Snowflake Inc. was one of them. Here is what the fund said:

“We also established a position in Snowflake during the quarter. Snowflake offers cloud-based data storage and analytics, generally termed “data warehouse-as-a-service.” The data warehousing market—created by the massive, growing amount of user, customer, and account data and the need to search and analyze it—has historically stored its data on physical servers located on-premises. The cloud data platform market—storing data off-premises on cloud servers—is a relatively new $70 billion+ market. Significantly, incremental warehouse data capacity and renewals are expected to be driven by and to the cloud, with more than 75% of databases in the cloud by 2022.

Snowflake requires absolutely no infrastructure management from its users, is fully scalable for each customer, runs on Amazon, Microsoft, or Google cloud platforms, and most critically, Snowflake helps companies analyze their data. The company also has a unique, customer-aligned billing model based on usage. All of which has led to Snowflake being among the leaders of this highly fragmented market, posting 124% revenue growth last year. SNOW’s growth comes from the combination of more customers—which grew 73% last year—and customers buying more services—the company boasts an amazing 150%+ net customer retention. The company’s growing scale has also led to increasing gross margin and operating leverage, up 1,100 basis points and 8,200 basis points, respectively, over the past two years. The company has guided to FCF break-even this year, and with the company’s capital expenditure-light model—Snowflake uses the public cloud for hosting—we expect FCF to grow much faster than revenue growth, which we forecast to grow comfortably more than 50% per year for the next several years. Additionally, we have great confidence in the SNOW management team, which previously had an enormously successful run guiding one of our other core Cloud software holdings ServiceNow.”

5. Futu Holdings Limited (NASDAQ: FUTU)

Lemann’s Stake Value: $11,912,000
Percentage of Jorge Paulo Lemann’s 13F Portfolio: 4.42%
Number of Hedge Fund Holders: 26

Futu Holdings Limited (NASDAQ: FUTU) manages an online brokerage and wealth management platform. It was founded in 2007 and ranks fifth on the list of 10 best stocks to buy according to Brazilian billionaire Jorge Paulo Lemann. Futu Holdings shares have gained a whopping 334.52% over the last 12 months.

On July 13, Goldman Sachs analyst Shuo Yang initiated a coverage on Futu Holdings Limited with a “Neutral” rating and price target of $158.27. On June 1, Futu Singapore Pte. Ltd., subsidiary of Futu Holdings Limited, obtained over 100K valuable clients, with user base broadening to over 220K in Singapore after its launch on March 8, 2021. More than 40% of paying clients exhibited interest in trading in the U.S. market. On May 19, Futu Holdings declared earnings for the first quarter of 2021. It reported earnings per share of $1.03, beating market predictions by $0.42. The revenue for the first three months of 2021 was over $283.56 million, beating the estimates by $65.52 million. In the first quarter of 2021 total number of paying clients increased to 789,652, up 231% YoY.

Futu Holdings Limited is the latest addition in billionaire Jorge Paulo Lemann’s hedge fund portfolio, as 3G Capital bought 75,000 shares of the company, worth $11.91 million. In addition, hedge funds are loading up on Futu Holdings Limited, as Insider Monkey’s data shows that 26 hedge funds held stakes in the company in the first quarter of 2021, compared to 17 funds a quarter earlier.

Tao Value, in its first quarter 2021 investor letter, mentioned Futu Holdings Limited. Here is what the fund has to say about Futu Holdings Limited in its letter:

“Futu is a new “Opportunistic” position. It is an HK based online brokerage & wealth management platform with deep root in technology. Futu sits in the confluence of 3 strong favorable forces of Meteorology, Topography & Commander, yet was underpriced at the time of our entry. In terms of Meteorology, there is a huge addressable market of Chinese domestic middle to upper classes’ wealth being deployed to overseas assets allocation in the next decade. Additionally, the incumbents being disrupted are extremely weak in their digital transformation. On Topography, Futu’s user-centric product design built an intuitive front end and great user experience, while the digital native development framework built solid & reliable back end (including a self-developed order routing & execution system for HK market). This is a rare combination compared to both offline incumbents (who lack flashy front end & UX) & other new online disrupters (who lack solid infrastructure). On Commander factor, founder CEO Li Hua was a Tencent engineer in its early days with deep knowledge in product design and development. Li is said to be a fanatic product manager, to this day still at the front-line, alpha testing any new features. Based on analyses of these factors, I think Futu could compound its revenue at a very high rate with very high certainty and with strong operating leverage, putting our entry price very attractive compared to earning power in 3-5 years. Yet just as we finished building a small position, the price started to take off and more than tripled in a month. When such price action happens, it is obvious that Mr. Market has turned very euphoric to this name. I decided to trim but kept a reasonable position given its growth certainty.”

4. Bilibili Inc. (NASDAQ: BILI)

Lemann’s Stake Value: $14,453,000
Percentage of Jorge Paulo Lemann’s 13F Portfolio: 5.36%
Number of Hedge Fund Holders: 53

Bilibili Inc. (NASDAQ: BILI) is a Chinese company online entertainment services provider for the young generations. It was founded in 2009 and ranks fourth on the list of 10 best stocks to buy according to Brazilian billionaire Jorge Paulo Lemann. Shares of the company rallied 137.43% in the last 12 months, resulting in a $44.26 billion market capitalization.

On July 13, China Renaissance analyst Yiwen Zhang initiated a coverage on Bilibili Inc. with a “Buy” rating with a price target of $175. On May 13, Bilibili Inc. declared earnings results for the first three months of 2021. The earnings per share was -$0.29, beating market predictions by $0.07. The revenue over the period was $595.4 million, beating the estimates by $12.04 million. For the second quarter of 2021, the company expects net revenues to be between RMB4.25 billion and RMB4.35 billion.

Bilibili Inc. is the latest addition in billionaire Jorge Paulo Lemann’s hedge fund portfolio, as 3G Capital bought 135,000 shares of the company, worth $14.45 million. In addition, hedge fund sentiment increased for Bilibili in the first quarter of 2021. Insider Monkey’s data shows that 53 elite hedge funds held stakes in the company in the first quarter of 2021, up from 46 funds a quarter earlier.

Tao Value, in its first quarter 2021 investor letter, mentioned Bilibili Inc.. Here is what the fund has to say about Bilibili Inc.in its letter:

“Bilibili (ticker: BILI) similarly reported a blast Q3 2020. Bilibili reached average MAU of 197m with high 7.6% pay ratio, showing strong user growth and high engagement. Additionally, the high margin advertisement segment showed exceptionally strong trend, growing 126% yoy. Though surprising to many, I think it is a natural outcome of building an ever-more valuable user generated contents platform. If it is not by ads, I believe these values created by Bilibili will accrue to it in other ways. One interesting data point is that management mentioned the average age of new cohorts are still around 20, indicating it is still in its early stage of a long growth runway. I am happy to see this position played out like how I envisioned in original thesis and will be excited to continue to follow its progress.”

3. Bill.com Holdings, Inc. (NYSE: BILL)

Lemann’s Stake Value: $50,198,000
Percentage of Jorge Paulo Lemann’s 13F Portfolio: 18.63%
Number of Hedge Fund Holders: 51

Bill.com Holdings, Inc. (NYSE: BILL) is a major supplier of cloud-based software that simplifies financial operations for small and medium-sized businesses. It was incorporated in 2006 and is placed third on the list of 10 best stocks to buy according to Brazilian billionaire Jorge Paulo Lemann. Bill shares have offered 152.84% in returns to investors over the course of the past 12 months.

On July 19, Bill.com Holdings, Inc. acquired Invoice2go for about $625 million. Invoice2go is a leading, mobile-first accounts receivable software supplier and enables small companies and freelancers to enhance their client portfolio, manage accounts, build their brand, and much more. On July 14, Canaccord Genuity analyst Joseph Vafi rated the stock as “Buy,” raising the price target to $223, up from $150.

Jorge Paulo Lemann’s hedge fund increased its stake in Bill.com Holdings, Inc. by 147% in the first quarter, ending the period with $50.20 million worth of the company’s shares. Tybourne Capital Management is the biggest stakeholder in the company, with 836,716 shares worth $153.27 million.

2. Carvana Co. (NYSE: CVNA)

Lemann’s Stake Value: $60,956,000
Percentage of Jorge Paulo Lemann’s 13F Portfolio: 22.63%
Number of Hedge Fund Holders: 64

Carvana Co. (NYSE: CVNA) is an American company, which operates an e-commerce platform for buying and selling used cars. The company was founded in 2012 and stands second on the list of 10 best stocks to buy according to Brazilian billionaire Jorge Paulo Lemann. Carvana shares have gained a whopping 128.44% over the last 12 months.

On June 25, Wells Fargo analyst Zachary Fadem raised the price target on Carvana to $360 from $340 and kept an “Overweight” rating on the shares. On May 6, Carvana Co. posted earnings results for the first three months of 2021. The earnings per share was -$0.46, beating market predictions by $0.21. The revenue over the period was $2.25 billion, beating the estimates by $300 million.

In the first quarter of 2021, 3G Capital increased its stake in Carvana Co. by 133% to 232,300 shares. The company is also getting the attention of the smart money, as 64 hedge funds tracked by Insider Monkey reported owning stakes in the company in the first quarter of 2021, up from 63 funds a quarter earlier.

Steel City Capital LP, in their first quarter 2021 investor letter, mentioned Carvana Co.. Here is what the fund said:

“Carvana’s (CVNA) 4Q’20 results weren’t particularly great. EBITDA was negative ($70) million, a stark turnaround on a sequential basis from a first-ever EBITDA profit of $21 million in 3Q’20. The culprit was a steep drop off in retail unit GPU ($1,265 vs. $1,857) and wholesale unit GPU ($358 vs. $1,113) as some of the COVID-driven aberrations in the used car market began to abate.

The company’s presentation of EBITDA (calculated “bottom up”) is dubious, as it commingles non-operating items including mark-to-market changes in its retained securitization portfolio. With the exception of 1Q’20, when ABS markets were going haywire, this line item provided a tailwind throughout 2020, including a gain of $5 million in 4Q’20. Also on the non-operating self-help front, management released a reserve for vehicle service contract cancellations in 4Q’20, adding another $7 million to EBITDA, and boosting “Other” GPU by $96…” (Click here to see the full text)

1. Sea Limited (NYSE: SE)

Lemann’s Stake Value: $64,737,000
Percentage of Jorge Paulo Lemann’s 13F Portfolio: 24.03%
Number of Hedge Fund Holders: 98

Sea Limited (NYSE: SE) is a consumer internet company. The company was incorporated in 2009, and it tops the list of 10 best stocks to buy according to Brazilian billionaire Jorge Paulo Lemann. Sea currently has a $156.11 billion market capitalization and was able to deliver a 177.88% return in the past 12 months.

On July 22, Morgan Stanley analyst Mark Goodridge raised the price target on Sea Limited to $320 from $300 and maintained an “Overweight” rating on the shares. On May 18, Sea Limited posted earnings for the first quarter of 2021. It reported earnings per share of -$0.62, missing market predictions by $0.07. The revenue for the first three months of 2021 was $1.8 billion, beating the estimates by $20 million.

3G Capital holds 290,000 shares in the company worth $64.74 million, representing 24.03% of their portfolio. The hedge fund has increased stakes in Sea Limited by 177% in the past few months. Tybourne Capital Management, with 1.39 million shares, is the biggest stakeholder in the company.

ClearBridge Investments, in their second quarter 2021 investor letter, mentioned Sea Limited. Here is what the fund said:

“We have also been active in managing our growth exposure in the IT and Internet sectors. In addition to sales of several emerging growth names, we added a new emerging growth company in Sea Limited. Sea operates a leading global video game platform (Garena), the leading e-commerce platform in Southeast Asia (Shopee) and an emerging payments/digital banking segment (SeaMoney). While the company is investing heavily into e-commerce and payments, we like the fact that this growth is being funded by its highly profitable gaming segment. We see a long runway for growth across Sea’s businesses with multiple opportunities like e-commerce expansion in Latin America not fully factored into the valuation today. The company also has a well-respected management team that has successfully executed in expanding its total addressable market.”

You can also take a peek at 10 Best Tech Stocks to Buy According to Japanese Billionaire Masayoshi Son and 10 Best Dividend Stocks to Buy According to Billionaire Michael Hintze

Follow Insider Monkey on Twitter