The Intrinsic Value Podcast 对 $SE 的判断变化

2026-09-03
Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)
SE基本面强劲(便宜、数据出色、抽佣率上升),但风险/波动性高;并非最高信念的买入。

最后但同样重要的是,我们来看看 C Limited,这家公司不久前,对吧?我觉得我可能几个月前就向你推荐过,但肯定不是很久以前。有趣的是,我想这里大多数人可能都知道。我是 Mac Libra 的忠实粉丝,或者我们都是。

以及它背后的商业模式。我认为 Shopee 在某种程度上,我知道这总是被简化,他们试图构建同样的东西。它还没有达到那个规模,而且这也取决于你所在的市场。显然他们在巴西与 Mac Libra 竞争,但他们主要在东南亚,而且他们也有更多的市场份额。

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.