TIVP072: SEA LIMITED (SE): CAN SEA LIMITED 10X AGAIN?
W/ DANIEL MAHNCKE & SHAWN O’MALLEY
TIVP072: SEA LIMITED (SE): CAN SEA LIMITED 10X AGAIN? W/ DANIEL MAHNCKE & SHAWN O’MALLEY
24 May 2026
Daniel Mahncke and Shawn O’Malley take a deep dive into Sea Limited — the largest Southeast Asian marketplace.
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IN THIS EPISODE, YOU’LL LEARN:
- How Sea Limited was founded
- Which business units belong to Sea Limited
- How a gaming business is funding Shopee and Monee
- How Monee compared to Mercado Libre’s Mercado Pago
- Why Shopee has become the largest e-commerce company in SEA
- And much, much more!
For the full show notes, go to this page.
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- Norges Bank Interview with SE CEO.
- Jimmy’s Journal’s Article on SEA.
- RS Capital Deep Dive on SEA.
- Hayden Capital Interview with Drew Cohen.
- Hayden Capital Shareholder Letter.
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