SE

kialabearx

It's not. They are a strategic partner to the US. Almost all chips are made there. US has repeatedly promised them securities and guarantees to protect their sovereignity. Doing the right thing takes courage. If it's tiny island Taiwan today, tomorrow Malaysia, Singapore and entire SE Asia? What stops them? They already persecuted and took over Tibet. I'm not saying US is a saint but history saw blood when someone tried to expand their territory in Europe because they felt it was their birthright and the entire world had to fight to restore order. Hence, we crush such misadventures at the very first instance.

gizamo

Not really. Nvidia will lose Chinese business, and the US will ban the knock offs. The EU/UK will also probably ban them, just like they banned Huawei telcoms. The US consumers and businesses are not any better/worse off, Nvidia gets protected, and the US-China decoupling continues. In the end, that decoupling is good for Americans because it means American companies get diversified geographically, which makes it harder for anyone to knockoff, and it builds better relations internationally, including strengthening European and other SE Asian relations, and building up industries there. As China keeps stealing all of their products, fewer and fewer of them will consider cheap Chinese products to actually be worth it. When "cheap" means that your businesses and economy are being undermined, very few are actually on board with that.

Helpful-Staff9562

80k is including tax and the highest spending that would give me a luxurious level of life in the countries I plan to moce to (Latin america and SE asia). Ideally ill spend much less i just shot a high number

Cav829

I wouldn't touch Coupang with a 50-foot pole. I hate all these "The Amazon of..." comparisons as no, these companies are not all the same. Coupang is essentially a U.S. company operating in South Korea, and mounting scandals and their constant butting heads with the Korean government are quickly turning public sentiment against them. This data breach is not going away potentially for years. Investors were in such a rush to buy the dip on them they didn't even stop to think this out IMO. Either they're so incompetent they overreacted and sacrifice their CEO over a data breach that turned out to be no big deal or they're trying to sweep this under the rug as fast as possible before the lawsuits hit. Like what possible reason is there to touch Coupang is the better question with so many other good stocks available. This whole thing went down during the Christmas holiday rush and there are estimates they lost 10-30% of deliveries during that period. If you want to pick up the pieces with them, wait and see how bad it hits them in their next financials call. This isn't even getting into how their expansion efforts outside South Korea and Taiwan have failed miserably and the Farfetch acquisition has gone miserably for them. Sea Limited is fine and one I even considered, but I prefer MELI's moat and cash situation. SE is running into some of the same issues that plagued MELI's finance arm last I looked at them.

featherbirdcalls

Why MELI? What about CPNG, SE?

autofocus111

Could be good news for a company like TLPFY that has been beaten up badly on the 'threat' of AI to their business model. >>>Teleperformance SE, together with its subsidiaries, operates as a digital business services company in France and internationally. The company operates in Core Services and Specialized Services segments. The company offers customer relationship, technical assistance, and customer acquisition services; business processes management, and back office and digital platform services; online interpretation, visa application management, health management, recruitment process outsourcing advisory and assistance, and accounts receivable credit management services. It also provides digital CX, trust and safety, artificial intelligence, real-time speech understanding, StoryfAI application, TP microservices, and video CX; back-office processing, integrated sales, finance and accounting, smartshoring, work-at-home, multilingual services, ad sales, and rebadging solutions; advanced analytics, business process optimization, business transformation consulting, and technology services; and claims management, collection services, interpretation and translation, recruitment process outsourcing, visa and consular services, and healthcare support. The company serves automotive, energy and utilities, media, government, technology, travel, hospitality, cargo, banking and financial services, healthcare, insurance, retail and e-commerce, telecom, and video games industries. Teleperformance SE was incorporated in 1910 and is based in Paris, France.

frogboyjr

apparently those made like a gazillion dollars from SE Asia

AluminiumCaffeine

OPRA, FOUR, SE, NOW, FTNT would be a start to dig around in

Ithinktoodeep55

So weird watching the market open from SE Asia at a bar at 10pm

fiddlestickk

Uber, SE, pltr, rklb

No_Hour6830

You want to look for a few things. A moat that is strengthening. A narrow moat that is on its way to wide. A very large TAM. Not just big, but virtually every person/business in a country, region, or even the whole planet. Deeply aligned management (high concentration of ownership among executives). Optionality - the ability to find new ways of making money. I think what helps you buy and hold through volatility is position sizing and conviction. It's much easier to hold through volatility when it's only 5% of your portfolio. At least, for me it is. And it's much easier to hold through volatility when you know what you're holding. You need a strong thesis and you need to write it down in depth and re-read it. An example that is on its way that has been very successful for me already is Sea Limited ($SE). It's a fairly obvious one, which I think is also an important strategic consideration. Instead of trying to find the next Amazon, you can simply go to another part of the world and pick their Amazon before it is fully realized. Don't fall for some grandiose narrative about how a company is going to change the world. It should change the way we do things, but it should not require a major change to human society. Sea Limited has a strong and strengthening moat, multiple massive TAMs, the most aligned management team I've seen in a public company, and a history that demonstrates optionality.

WickedSensitiveCrew

NBIS and SE are also mentioned in post. With Uber that is the point of a moonshot and this thread. There is doubt they might succeed if they do there is upside in that. I think AVs wont be an Oligopoly. There will be many companies that have them.

thinkneo

$100k today, long-term focus: \- 50% VTI/VOO - boring but works. Don't overthink the core. \- 20% big tech (GOOGL, AMZN, META) - AI tailwinds, reasonable valuations vs NVDA/MSFT \- 15% international (MELI, SE, NU) - diversification + growth outside US \- 10% high-conviction picks - individual stocks you've done DD on \- 5% cash - dry powder for volatility Strategy: DCA over 3-6 months, don't dump it all at once at ATHs. Rebalance annually. Boring wins. Not chasing yield or swing trading. Time in market > timing the market.

BlueFalcon89

This is SE Michigan

Ok-Standard-2485

SE we can all get self driving lambos🤔 and the finest of sex robot to ride in the lambo with us. Future looks bright

DeeDee_Z

* I own a Toyota. They make lots of different kinds of cars -- big ones, small ones, SUVs, sporty, etc. * Nuveen makes lots of different mutual funds -- funds which invest in different things. * One such Toyota is a Camry. * One such Nuveen fund is a Target Data fund -- it's designed for someone retiring in 20xx. * There are several different classes of the Toyota Camry -- DL, LE, SE, XLE, etc. They offer different features, at different prices. * There are several different classes of the Nuveen Lifecycle 2055 fund -- A, C, I, R1, R6. They offer different features, at different prices. This is pretty basic stuff. Please try searching investing sites (investopedia, for example) for such intro-level material!

HugeAd5056

You’re entirely right. The people with the least amount of money that I knew were idolizing a new iphone that costed over $1000… i don’t know if they actually bought it. They said they would. Never heard anyone else talk about a cell phone like that in my life. I bought the cheapest iphone that wasn’t refurbished… the SE. When it finally stopped working 6 or 7 years later, I just bought another one lol. Meanwhile everyone that sees it is in awe of how tiny it is asking where I got this cool phone. How ironic.

dvdmovie1

"and if you listen to the headlines, you’d think this company is about five minutes away from bankruptcy. " In 2014, a handful of restaurants went public because people wanted the next Chipotle. I don't think any of those is above where they went public, some were taken private at below IPO price (including Zoe's Kitchen, which eventually became part of CAVA.) I remember in 2015 when SHAK went public and people were hyped up for it. 10 years later you could have done much better and with less stress by owning the SPY or even WMT. SHAK is up about 80% since IPO and has had three 60%+ drawdowns and a few 40%+ drawdowns. In 2021, PTLO went public and while it was more of a regional thing it was beloved enough that people thought the concept would travel well and spread to other areas. It went up some initially...and then has proceeded to lose 90% in pretty much a straight line. Needless to say, it didn't travel well. BROS has ultimately gained against a weakened SBUX, but how any people sat through the 70% drawdown from the 2021 high? Nobody's saying SG is going bankrupt, it's just the experience of owning a premium restaurant concept that does well when the economy is doing well and is something you want to not be anywhere near when it's not. SG's history as a public company: -90% drawdown off the 2021 IPO, +560% off the 2023 low, then now down 83% again. While not apples-to-apples, for all the hype over SHAK you've had 10 years of volatility and not much to show for it. What's keeping the next 10 years of this being "the best of times, the worst of times?" like it has been as public company - huge volatility and great if you can catch the bottoms but not something that's ultimately a good long-term holding? The K-shaped economy situation you mention is important and while *perhaps* temporary I wouldn't handwaive it away - how long does that go on, how much further does it spread? CMG is down 40% this year, CAVA down 62% from its bubble high earlier in the year. It's not just a SG issue. "There is a massive "Trade Up" happening where people are leaving generic fast food for "clean eating." Sweetgreen is perfectly positioned to capture the demographic that views lunch as a health investment, not just calories. " I think this is a smaller audience than your thesis needs it to be. "The biggest bear case right now is that Sweetgreen is just overpriced "slop" that consumers are abandoning. " I don't know that it's overpriced slop but there is a price point for anything where enough people are going to start to seek alternatives/trade down/etc. There is absolutely a price ceiling for salad bowls, burritos, whatever where you will start seeing people say no, or cut back. If you like restaurant automation, you may want to take a look at Circus SE in Germany (I'm not long but something you may find of interest.) I don't see SG as a zero and I don't really think I've seen a lot of people online who do - I just think the reality for this stock is that it's going to be something that does well when times are great and it's not something you are going to want to own when times are less than great unless it's down massively and you think you can pick the turn in the economy.

No_Hour6830

I'm going to keep mentioning Sea Limited. Anything can happen in a one year timeframe, but I believe SE could triple in 2026. Emerging markets ex-China could be a popular investment theme, and I think that'll mostly be LATAM and SEA since that's where the interesting EM companies are (again, ex-China). I expect EPS to come in around $5 which would require a trailing P/E of 75x to support a $375 share price. That sounds lofty, but I expect 2027 EPS expectations to be in the $8.50-$9 range so a forward multiple of \~40-44x isn't too crazy for a company growing EPS at the pace Sea is. If sentiment shifts and EM growth stocks come into favor, it could happen. I give it a \~15-20% chance.

Worried-Boat9187

Move out, you're 29. Don't touch the money until retirement, it will be over 1 million. What do you have in your brokerage acct? Go to SE Asia or Baltic/Balkan countries and geoarbitrage for a few years.

iDahves

Tropicalia has easily become my new favorite beer. If you’re in SE, look for it

PhasedVenturer

MSFT and SE have been dogshit as of late

AlmostAsianJim

$SE taking my port on a journey to the center of the Earth.

PhasedVenturer

SE and MSFT are my biggest killers, no speculation

Kection

Quit being a pussy, go to SE Asia and find a gf. There are infinite cute fit chicks looking for a man

Puzzleheaded-One-607

SE looks good at these price levels as a long term play

Born_Championship622

I get what you mean about See⁤king Al⁤pha; the diverse perspectives can really help shape your view. Another option to consider is AskEdgar, it's great for quickly analyzing news, SE⁤C filings and earnings calls with AI-driven insights, which can save you time while digging into the nitty-gritty of stocks. It might be worth checking out if you're looking for a more streamlined research experience!

CaregiverExotic761

I had a good experience with SE.  I bought shares in a startup medical tech company for $3/share.  It went public and was gobbled up by another company then a much larger company with a stable history and worldwide market.  Stock jumped to $98/share and designated as a value stock to hold, and expected potential to double in share price over next year.  I think the trick is invest after you learn as much as possible about the start-up and it's business plan and make sure it's something the public will need, want, and will appeal to the maximum number of people. Study up and make the best educated choices you can.  It also helps if you know a bit about the business you are considering investing in.  

red_knight11

What’s racist? Are you assuming all immigrants are the same race? Are you assuming all Muslims are the same race? Holy shit, you actually think Muslim is a race?!?! Hahahahahah omfg Mr. “I know about geopolitics so don’t school me” hahahaha omfg this sub cracks me the fuck up yo If someone came here illegally they are i l l e g a l. They also go to immigration court which has different laws. Sometimes, they aren’t granted a hearing and see a judge, but that doesn’t mean they aren’t receiving due process by the law. If within 100 miles of a border, the Immigration Responsibility Act of 1996 allows for immediate removal unless an asylum seeker. Asylum seekers have to go through a valid port of entry which means….. *drum roll please* they are documented. People cannot claim asylum after living here after a year unless they have extraordinary circumstances. Even then, they don’t have complete immunity, as an asylum seeker, from not being deported. Missing immigration court hearing? Can be deported. Committed a crime? Can be deported. I still can’t believe you think all immigrants are the same race. Same for you thinking Muslims are a race hahahahahaha SE Asia is calling! Eastern Europe is calling! Middle East is calling! Africa is calling! Hahaha omg

big_deal

If you want value you can invest in SE Asia, Eastern Europe, and Latin America... Deep value investing is not a very comfortable strategy though and it hasn't paid off very well in recent decades.

cashflow_

Women the same dumdum u different. Come to South America or SE Asia and check out new women

RalphTheIntrepid

I work with this stuff daily. LLM are probably not going to take a lot of jobs from the West. It will largely replace scripted human interactions like call center tiers 1-3. SE Asia will be hit pretty hard.  Other forms of AI such as improved robotics probably will take or prevent a lot new job creation. 

Wolfenstein0440

 Half the members on this sub ... lol .. stop pumping sh!t bots

Plus_Seesaw2023

I’m just watching Delivery Hero SE quietly pop +7% while everything else is "melting". Kind of funny that the only thing “delivering” right now is their stock. LOL

diff_engine

OHB SE (German satellite company) up 16% today

TheoryInttro

Corn will keep on being a thing until Paolo either gets extradited and the scam gets wound up. Or someone in a SE Asia cartel tries cashing out, realizes Paolo and Tether has their money and has no intention of letting them cash out, and recreates "Hostel II" with Paolo in the starring role.

OtisB

Yes, well cybersec is the other half of my job and I've considered most of those companies too volatile to invest in. I don't put nutanix in that bucket though, their business is infrastructure. They WERE cutting edge, now they're one of a few companies all doing similar things but they've got a pretty good dealer network, my experience with their sales engineers is nothing short of fantastic, and they are good at using their resources - such as I as a customer have sat in on two sales calls along with my nutanix SE as he explained the product to other businesses in the same market as mine. Overall as a product with sales/support channel I think they're great. But, that's only part of the picture so that's why I ask what others think here. :)

Possible_Cheek_4114

Its just a picture lol have a look into tge company! not seen there protype drones yet.... 

No_Assistance5652

Yeah, I have seen shit load of BYDs in SE Asia too. But Asia as a whole is price sensitive. There used to be a line of thinking that tesla is a premium car in india and china. But I don't think it is there now. So, I will test out cars in similar price points to imported teslas.

moldyjellybean

I’ve seen many of of peers move to SE Asia, South America etc living on 1/3 some even 1/6 of what it costs in the US and these are people with kids. Without kids I think in some these places you could live even cheaper with a similar lifestyle or better. I ate out 3 meals plus multiple coffees living in beach front hotels or right across the street from the beach for 1/3 the cost of the US plus I had a private driver or grab driver take me everywhere. If you factor in not paying US health insurance and just using the local hospital if needed, no car/insurance, etc I think I could do 1/5th the cost

louiloui152

iPhone SE (2016) > Used IPhone 12 mini last year. Ima use this as long as possible

MarginCallson

Iphone 13mini here, not much changes in phone capabilities is why there is less upgrades but for me it is the device size, I don’t want anything bigger than this. Prior to this I was holding on to my stock of original SE iphones but the upgrade to the 13mini was worth it as there was enough improvements

Exciting_Ad_1097

I handle phones for my large family and everyone is still on the 8 with the thumbprint. I guess it’s the same as an SE now. They’re only $130 like new on Amazon and they work fine.

Personal_coach

If you don’t buy COIN, SE or MELI today, please never buy them in your life. OK WHOLE LIFE!!11

Fatalorsd

SE and XYZ stock went through almost -90% drawdown until 2023 from the peak of 2021. haven't recovered back to previous high yet but at least they somewhat recover until recently

czrty

Tempus AI, $SE, Entegris

AwarenessAble6145

Hello everyone, here is my portfolio. Would love to hear your opinions about it. || || |**Stock**|**Exposure %**| |VT|42.24%| |CHDVD (iShares Swiss Dividend ETF)|15.50%| |HIMS|9.34%| |AFRM|3.41%| |META|3.10%| |SE|1.98%| |SWX:ZGLD (Physical Gold ETF)|1.54%| |AMZN|1.39%| |ROKU|1.22%| |MNDY|1.16%| |UPST|0.59%| |IREN|0.30%| |Cash|18.22%|

Puzzleheaded-One-607

MELI and SE both look like decent opportunities here

MrMcjibblets1990

And when it does, the world is in for a reckoning. Bright news is companies will only have to report twice a year so they can make up even more headlines, and lie even more!! I work for a $7.2 Billion company and I can tell you, none of this shit is being used. These giant data centers are being built for no reason. We're part of a $2.5 billion dollar data center build down in SE US. They literally don't even have a customer for it. But it looks damn good that they're 'investing'. Where in the actual fuck is this revenue coming from?? They say 'we have X amount of investments' where?? These companies can't even show where it's coming from. They just say $10 billion investment by OpenAI, it's literally just sales projections for the next 5 years. It's insanity. My QQQ calls as a hedge will save me. But it's a house of cards.

moldyjellybean

I visited the EU and SE Asia a trip to the hospital with X-ray and some meds was less than $20. Here with insurance like $500/month then like $20 co pay, then a blood test they wanted to check other things like iron which isn’t covered they just said we want to test that, no price. They just send me a bill for any extra $250. It’s such a joke

Professional_Diet368

Nanoviricides has had money challenges and Phase 1 was done in India and paid for by a local Pharms distributor in exchange for the rights to distribute the drug once approved. Phase 2 will start in The Congo in 2026 partly because of cost but also, if successful against Monkey Pox, will be put on the WHO Authorized Use List in parts of Africa and SE Asia. Also, if successful, off-label use will expand the market to other viruses that have no treatment approved. Nanoviricides will apply for orphan status for Monkey Pox in the US. We have 80,000 cases here. If successful, the company will have significant revenue in just a few years. I will keep my position long term believing in FDA approval as a broad spectrum antiviral.

One_Income6201

Finviz (google it) is probably the best screener. Set your search filter to Asia and whatever criterion you would like. Also, whatever money you spend traveling to Asia, you're better off just investing lol. Like I would just buy 2k worth of SE (Sea Limited) before buying that plane ticket.

Puzzleheaded-One-607

SE is something to consider along the same veil as what you mentioned above

datamoves

Take a look at some international players. Unless the USA builds 90 nuclear power plants in the next four years, we will be unable to meet the energy needs for the AI model building we have by 2030. In other words, we will need to get it from elsewhere. Halliburton is a company, if you study closely, that is focusing on the international data center opportunity in places like the UAE, Dubai, and SE Asia. Might be a good bet.

GoogGuide

Electronic repacked chips for China possible? The gold jewelry? SE Asia big number.

Admirable-Royal-7553

Would be a bit better if the US had some more quality exports. Is it really worth it devaluing your currency when you are in a trade deficit? And if so, I think there is going to need to be a lot more devaluation to be competitive to the already established high export nations. US domestic cars have low global impact outside of it’s continental neighbors. Airbus took over the majority of international sales of airplanes (also isn’t on the news a whole lot for crashes and doors flying off). So we just peg our hopes on oil exports, computer parts, medical equipment, and government subsidized food exports? The large US based companies still continue to move its labor offshore (now pegging the dollar low means they are paying higher costs to maintain the overseas locations). And let’s not forget the ICE raid on the Hyundai plant a few months ago (great fucking PR for international investment). Why tank the USD when it would take decades to get industry re-established in the US? This should be a 20- or 30-year plan, not shocking the economy and hope businesses trade super cheap SE Asian labor for slightly lower US domestic salaries.

CraftBeerFomo

Many retirees to Thailand and other parts of SE Asia find out the hard way their fixed and low income pension isn't enough to cover the rising cost of living over there years down the line or they have some sort of emergency or medical situation which bankrupts them.

creemeeseason

Definitely worth avoiding much of big drawdown days! Interesting picks all around, SE is very high on my list right now as well. Curious your thoughts on KNSL...I'm an owner now, but I've been reading a lot about AI and insurance. There's a ton of new companies using AI to steam line operations and improve underwriting efficiency. These have been two of Kinsale's biggest advantages. I'm wondering if those advantages will start to erode, and with it their premium valuation.

creemeeseason

Solid play. I own both, but MELI is by far the better value today, imo. MELI is even slightly ahead of SE for me right now.

WickedSensitiveCrew

I was off the sub my bad. This place can get toxic during corrections. KNSL, MOH, AXON, SE, and FICO are a couple names I am looking at. From type where you get downvoted into oblivion for mentioning DKNG, CAVA, and NBIS.

crom_laughs

S&P 490 ETF and a SE Asia focused ETF

LandonitusRex

You mean “regional rollups/add ons of lawn mowing businesses in the SE” under his new fund BurrRock capital

Frequent_Breakfast21

But it's not growing nearly as fast, is it? SE is consistently doing \~40%YOY right now.

creemeeseason

Any technical thoughts on SE? It's right at the 50 week line, which has been decent support for awhile. Also at $140 price level which was resistance earlier this year. Below this it looks like $120, followed by $100 (April lows) and $90 (200 week) are the big support levels. It's also trading at 4x P/S, which is the same as MELI. Probably not extremely cheap, but definitely worth watching right now. $100 would be an absolute steal.

creemeeseason

SE earnings: Total GAAP revenue was US$6.0 billion, up 38.3% year-on-year. Total gross profit was US$2.6 billion, up 39.7% year-on-year. Total net income was US$375.0 million, as compared to total net income of US$153.3 million for the third quarter of 2024. Total adjusted EBITDA was US$874.3 million, as compared to US$521.3 million for the third quarter of 2024.

HND171

SE… u okay

HND171

SE numbers are strong, so puts…

The_Yamcake

SE lmao

Human-Ant-870

yolo SE last night. Waiting for the earning

Nasdanq_100

I hope SE gonna print a bit with upcoming earnings 🤞🏻 but i think NBIS is gonna be a tough one from what happened to CRWV yesterday

CALL_BABA

SE gonna go to the moon today

mylezman

Yeah I’m thinking the same thing. How about NBIS? Both not profitable and pretty volatile. Safest play I think is SE but NBIS is the talk with the high gain potential

woome

Ok, then I can't think of any additional tax advantages, other than LTCG on earnings from post-tax investment contributions. As for your investment allocation, first thing is take what anyone says with a grain of salt because risk tolerance is highly contextual. Also, I'm not a professional, but here is my own personal opinion: > Active Lifestyle Portfolio from Howard Capital Management I looked this up and, as far as the the 80/20 allocation, I think it's fine. However, if you're young and have a stable income and low CoL, you should be all risk. If something happens, god forbid it does, you can afford to deal with it. So, you shouldn't have anything in bonds. Buffet even suggests something like 90% passive index funds and the rest cash for retail investors. But again, highly contextual, and bonds aren't inherently bad. Others have made the case against active management. The fees otherwise put into passive low-cost index funds will compound over time. That being said, the argument for passive vs. active management has been brought up again lately (I think due to the long bull run), where more and more actively managed portfolios are cropping up and challenging passive fund performance (varies by fund class). > Roth Portfolio Large US Growth, Large Developed Value, Growth EM, US Small Value. I personally think it looks fine (kind of similar to my own allocation), but who knows? People will have a million different opinions on it. My thoughts are that there is no "formula" other than some simple rules of thumb: 1) US tech leads the world, 2) diversify. Ex-US has performed very well of late, but has had a bad track record before. De-globalization is on trend. Small caps short positions are historically high. A lot of questions around interest rates. But these are medium-term things, and, if you stay committed to long-term, then these are not things to lose sleep over. I personally don't believe in crypto, so you don't want me opinion there. > 80 (International cash withdrawls) Are these fees? There are accounts that have free international cash withdrawal. FWIW, I'm also an expat living in SE Asia.

Cantthinkofacoolnam

SE best play tomorrow.

Capnemug

Anyone in on SE?

OkShallot252

Locked and loaded with some SE 150c!! 😬

tonufan

I'd rather live in SE Asia. I have lots of family in Thailand. Lovely place and lovely people. Very foreigner friendly. US dollars go 2-3x further over there if you live like the locals. Professional workers only make like $10k USD a year. Large expat communities if you want to hang out with tech bros.

Zealousideal_Sea7758

Done this a few times. Maybe not literally 16hrs every single day but something in the ballpark of 12hrs rounded over a 7 day period for a few months. It helped get me promoted from junior to lead software engineer in roughly 2 years. Now 2 years or so later got a 180k fully remote SE role at a great company. Worth it? I think so, but you’ll definitely feel the strain, vacation days to touch some grass and going to the gym frequently definitely helped. My next grind I’ll be doing something of my own, to start my own thing.

LiberalAspergers

For example, if a large part of Africa or SE Asia or Latin America winds up adapting WeChat as the default everything app, then Tencent could wind up wildly outperforming Amazon, or the reverse scenario could occur. This sound like saying "I own Yahoo in 1999, why invest in Google? I'm already exposed to search". It remains an open question if the "everything app" model becomes dominant in the rest of the world. It is in China, isnt in the US. It seems likely that the rest of the world will adopt one or the other, and which ever one wins will see huge returns, while the other will not.

Philip3197

Top Holdings: [](https://finance.yahoo.com/quote/2330.TW/) Taiwan Semiconductor Manufacturing Company Limited**2.77%**[](https://finance.yahoo.com/quote/0700.HK/)TENCENT**1.38%**[](https://finance.yahoo.com/quote/9988.HK/)Alibaba Group Holding Limited**1.05%**[](https://finance.yahoo.com/quote/ASML.AS/)ASML Holding N.V.**1.01%**[](https://finance.yahoo.com/quote/005930.KS/)Samsung Electronics Co., Ltd.**0.74%**[](https://finance.yahoo.com/quote/SAP.DE/)SAP SE**0.72%**[](https://finance.yahoo.com/quote/HSBA.L/)HSBC Holdings plc**0.64%**[](https://finance.yahoo.com/quote/NOVN.SW/)Novartis AG**0.63%**[](https://finance.yahoo.com/quote/ROG.SW/)Roche Holding AG**0.62%**[](https://finance.yahoo.com/quote/NESN.SW/)Nestlé S.A.**0.61%**

Leody

I had a HS friend go all in with his life savings into BAC because... it's Bank of AMERICA, there's no way they'd let that fail... He wasn't the sharpest knife in the drawer, but he had tons of money because he was single and spent 6 years on a submarine. He hasn't worked a day since like 2010. He rides his adventure bike around SE Asia and the Western US and blogs about it. He also spent a couple of years driving around to remote villages delivering laptops with encyclopedias loaded on them. Super chill dude, but man you want to talk about dumb luck. Glad it happened for him though. He's done good with his wealth.

Uisce-beatha

I want camels back in the SW US, giant sloths in the SE, Mastodons in the South and Mammoths in the North.

gotdome

U can still hedge by flying to your country of choice in SE Asia and therefore get a 25%-75% discount on your daily spending, in turn reducing your cost basis! It’s helping to soften the blow :)

samovar3112

AI isn’t eliminating shit, the companies are simply moving to India or SE Asia to pay the workers pennies. AI is simply the excuse for the public.

moldyjellybean

It’s worse it didn’t even cover anything, have to pay to see a doctor, my blood tests costs me whatever they want to charge, it ended up being 250. Then I had to get the general practitioner to recommend me see a specialist but they wouldn’t do that. So here you’re pay for ins. Copay, tests and they won’t let you see a specialist. I’d think like United Healthcare if the cost was high enough they would just deny you. Was traveling in the EU and SE Asia no insurance and complete exam and X-ray and test for under $20. It’s about 1000%+ more in the US with insurance. You’d be better off booking a flight, taking a vacation and getting an exam in SE Asia, you get a vacation and exam for less than here in the US

fairytaleresearch

For me, it does not matter what they do too much to be honest. This is not a long hold. I understand float is now ca 1.2M shares but can be tricky with Spacs. Please dig in ans correct me if you find something different to what I say. Alps Global is mainly in diagnostics, medical devices, and genetic testing, operating out of Malaysia and expanding across SE Asia.

Accomplished_You5336

I’ve bought some to hold long term. I think not many people know about Malaysia which is probably why the stock is very cheap at the moment. I “knew” the country but wasn’t really aware of its economy etc. Found this video which shed some more light: https://youtu.be/-LTwiOCeISI?si=PQoU6SwPwZiX5mGU The video is not related to FGL, rather more about the Malaysian economy itself. The combination of strong year-round sunlight, falling solar panel costs, and supportive policies make it one of the best regions in Southeast Asia for solar energy investment. Not sure if anyone has seen content from the Nomad Capitalist YouTube channel - they speak very highly of Malaysia. It seems like SE Asia, and especially Malaysia, is a great option for investments.

IntolerantModerate

If the economy softens there is a massive "fix it all" button that could be pressed... Just drop all the Tariffs on China, SE Asia, etc and you are going to reduce costs massively.

UnclePsilocybe

I got a 2018 Corolla SE in 2019 for 14k with 22k miles. They offered me nearly 17k in 2021 but I never sold it because I knew I couldn't find shit for 17k and I already owned it. I've never seen a car appreciate in value before so I thought about it. Still driving that car. It's one of the best vehicles I've ever owned

Unique_Pangolin_5229

Privilege? I'm nowhere near that. 🤣 My AGI is lower than what most of you people make in a month. Hunting is incredibly inexpensive compared to purchasing meat. You only need to buy the equipment once and much of it can be purchased used or on sale. A lot depends on where you live. I'm in SE Michigan. We have more public land in my state than any other state east of the Mississippi. We have the second biggest deer herd in the country. To fill my freezer, I hunt deer, bear, squirrel, rabbit, duck, goose, beaver, turkey, pheasant, grouse, etc. None of that is remotely expensive or privileged. Hunting is what poor folks do to feed themselves. Lol. As the owner of my businesses, I am able to arrange my schedule in a way that allows me to hunt as much as I like, but I have to account for less income if I don't strike a proper balance. Like anything, it all boils down to how much you want it.

footlong24seven

SE looking attractive nearing the 200 DMA. Always bounces off.

AJ4Value

I had a 30 year career as an international portfolio manager. It is very challenging to keep up with the performance of US equities. The legal system and regulations (under the current administration) are unmatched in the world at focusing on creating growth. There are companies outside of the US that need to be owned (like TSMC), but it is challenging for Europe to keep up as they are held back by government policy. Japan is moving out of the dark ages and into the light and Korea is a solid competitive market -- these still have some legs. Germany has a new leader and is spending money on growth, but the unions are too strong to allow for good long term growth. EM has some opportunities. VietNam and some other huge SE Asia nations are well positioned. India has great demographics. There are many opportunities in EM and a strong and growing US will be a tailwind. All that said, it will be hard to compete with the US. With falling interest rates -- short term real rates are still high and huge corporate investments will motor the economy higher. The massive cuts to owernous regulations will help too. I think we are looking at north of 4% real economic growth in the US over the next 3 years. Nothing will keep u.

Frequent_Breakfast21

On interactive brokers, it's still under 5. I don't know what future numbers they use, but either Way, it's not super meaningful for a company just about to turn profitable. I don't have anything super high conviction right now. The only options I have are Leap on SE with barely any leverage and a tiny number of puts on XLG just in case the market crashes.

Kind_Demand_6672

In SE Asia or Africa yeah sure. 2 girls in EU/US is gonna be $300 minimum

rockettilt

Funko gonna Pop! Collectibles continue to be hot and SE Asia deals eliminate the tariff risks.

ViperTheSniper21


SemenSlayer9000


SlogTheNog

The risk right now is of volatility / sequence of return risk. No one wants to retire going into a major market drawdown and inflation is very much a real concern. I would not rely on a bare minimum retirement unless I had health care solidly covered (read - NOT based on ACA credits or Medicaid expansion), had housing locked down, had major fixed expenses solved for a while (no, your 200k mile Nissan with a CVT isn't reliable) , and didn't have any delusional requirements (I'll just live in SE Asia, where I've never been, on $8 a day).  Asset allocation also matters. If you've got $2MM in single stocks or NASDAQ, GTFO.  I *really* think that if there isn't a critical health issue driving you, retiring right now is a massive mistake. The job market is getting pounded and assuming that you'll be able to re-enter the market is a really risky bet.

ThaddeusJP

https://bestplacestowork.org/rankings/detail/?c=SE00 Ranked as a Best place to work. Probably because there isnt much to do seeing as how everyone follows the rules! Yes sir, just sit back and relax due to none of the laws ever being broken.

SQUlRMING_COlL

Hims, SE, Poet, RxRx 🚀