“Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)”
SE has strong fundamentals (cheap, fantastic numbers, rising take rate) but carries high risk/volatility; not a top conviction buy.
All right, last but not least, um, we got C Limited, which is a company that's not too long ago, right? I felt like I pitched that to you maybe a couple of months ago, but definitely not too long ago.
Um, it's interesting. I mean, probably most people here know that. Um, I'm a big fan of Mac Libra or we both are. Um, and the business model behind it. I think Shopppee to some extent and I know it's always simplified.
Um, they try to build the same thing. Um, it's not yet there at the scale and it also depends on which market you are in. Obviously they have um they compete with Mad Libra in Brazil but they're mainly in Southeast Asia and but they have a lot more market share too.