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Sea Limited (SE): A Bull Case Theory 

We came across a bullish thesis on Sea Limited on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on SE. Sea Limited's share was trading at $135.28 as of December 1st. SE’s trailing and forward P/E were 60.70 and 35.46 respectively according to Yahoo Finance.

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Sea Limited (SE) delivered a transformative Q2 2025 performance, reporting a 418% increase in earnings to $414.2 million on 38% revenue growth to $5.3 billion, driven by its e-commerce,...