Reported 1 day ago
Sands Capital Technology Innovators Fund's Q1 2025 investor letter reaffirmed confidence in Sea Limited (SE), highlighting a 23.27% one-month return and a 142.75% annual value increase, despite overall fund performance down 10.4%. Sea Limited continues to thrive in digital entertainment and e-commerce, expecting significant EBITDA growth across its business units. The fund believes the company is on a path to earn greater returns, boosted by improved investor communication and a phase of earnings acceleration.
Source: YAHOO