Sea Limited (SE) currently down 26% after missing earnings

Summary

• The post discusses Sea Limited (SE) after a significant 26% price drop following an earnings miss. The author is considering if this presents a buying opportunity.
• The author's thesis is that the market is overreacting, and the current price does not fully account for the company's strong historical revenue growth and healthy gross margins.
• This is speculative analysis based on a price drop, not in-depth due diligence. It uses a few high-level metrics but lacks a fundamental valuation or discussion of the reasons for the earnings miss.