My guest today is Punch Card Investor (@punchcardinvest). Punch Card is a private investor working in investment management in Singapore, with prior experience in M&A and investment banking. He is the author of the Punch Card Investor Substack blog where he does deep dives on companies in the technology, gaming, media and consumer sectors, and recently completed a series of articles on Sea Limited. In this conversation, we cover everything Sea Limited. From Shopee, Garena, SeaMoney, and everything in between, this episode has Sea Ltd covered.
I hope you enjoy my conversation with Punch Card Investor on Sea Ltd.
For the full show notes, transcript, and links to mentioned content, check out the episode page on https://compoundingpodcast.com/ep23
[00:00:31] - [First question] - Why do a deep dive on Sea Ltd?
[00:04:03] - Sea’s background and goals
[00:06:15] - FreeFire’s life cycle risk
[00:13:02] - FreeFire’s expansion plans
[00:14:31] - Tencent’s deal with Garena and the future of it
[00:18:15] - Shopee’s business model and how they fit into Sea
[00:22:39] - Lazada and Shopee’s competitions
[00:25:47] - SeaMoney’s business model
[00:28:36] - FinTech regulation?
[00:33:34] - Sea’s management
[00:36:07] - Anything else from Sea to be aware of?
[00:38:00] - Punch Card Investor’s background
[00:40:26] - Most undervalued life experience?
[00:42:36] - Influential books?
[00:44:42] - Plans for the future?
Connect with Punch Card Investor:
Follow Punch Card on Twitter: https://twitter.com/punchcardinvest
Punch Card’s Newsletter: https://punchcardinvestor.substack.com/
Connecting The Dots: https://punchcardinvestor.substack.com/p/sea-ltd-part-4-connecting-the-dots
Antifragile by Nassim Taleb: https://www.amazon.com/Antifragile-Things-That-Disorder-Incerto/dp/0812979680
Poor Charlie’s Almanack by Charlie Munger: https://www.amazon.com/Poor-Charlies-Almanack-Expanded-3rd/dp/1578645018
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