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Sea Ltd, Part 3: SeaMoney - The Fintech Opportunity

punchcardinvestor.substack.com · 7,001 words · saved by 1 readers

Deep dive on Sea Limited

I didn’t expect it going into this deep dive, but I think SeaMoney has become the most interesting part of the Sea business for me. The fintech space in Southeast Asia is incredibly dynamic with all of the internet giants, traditional financial institutions and new upstarts making moves. There is a tremendous opportunity for Sea to build out a valuable franchise similar to other global digital payments and financial services players such as Alibaba’s Ant Financial, Tencent’s WeChat Pay, and MercadoLibre’s MercadoPago. This business is one that is evolving rapidly and will no doubt look quite…

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