TIP816: Sea Limited (SE): Can Sea Limited 10x Again? w/ Daniel Mahncke & Shawn O’Malley
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Stig Brodersen
4.6 • 3.6K Ratings
🗓️ 21 May 2026
⏱️ 102 minutes
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| 0:00.0 | You're listening to TIP. |
| 0:02.8 | Well, we have been on quite a journey together, Daniel, studying e-commerce giants around the world. |
| 0:07.9 | We covered Amazon, which became one of our largest portfolio positions. |
| 0:11.8 | And then we talked about coupang, the so-called Amazon of South Korea. |
| 0:15.7 | And more recently, we deep dived into Mercado Libre, the dominant e-commerce and fintech platform across Latin America. |
| 0:22.7 | And that also found its way into our portfolio. |
| 0:25.2 | So it's safe to say we appreciate the business models built around dominant e-commerce platforms |
| 0:30.3 | and really the economy is a scale that can come with that. |
| 0:33.5 | And so today, we are heading somewhere that most Western investors don't spend as much time. |
| 0:39.5 | And that is these seven countries in Southeast Asia plus Taiwan, an area with a combined |
| 0:44.5 | population of around 700 million people, a median age just in the mid-20s, rapidly growing |
| 0:51.0 | smartphone penetration, and e-commerce adoption. |
| 0:53.8 | That's still very much in the early |
| 0:55.7 | innings compared to the rest of the world. So the long-term tailwinds here might actually be even |
| 1:00.0 | more compelling than with Mercado Libre in Latin America, where we thought that these tailwinds |
| 1:05.3 | were already very powerful in their own right. And so without further ado, the company we are |
| 1:09.5 | discussing today is C Limited, |
| 1:11.9 | which trades under the New York Stock Exchange under the ticker S.E. I certainly look forward to today's |
| 1:17.1 | episode, for one, because I'm pretty bullish on Melly, as you and the audience know, |
| 1:20.8 | and also because C Limited is not only a big competitor in Brazil through its own marketplace |
| 1:25.3 | called Shoppy, but also because C-limited, |
| 1:28.0 | as a company itself, right, is just an incredible business that certainly deserves an |
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