The benchmark S&P 500 index is disconnected to a rocky commencement to 2026, having mislaid astir 5% of its highest value. With geopolitical tensions and economical uncertainty connected the rise, this sell-off could morph into a correction of 10% oregon more. But passim history, the S&P 500 has ever recovered to caller grounds highs implicit the agelong term, truthful dips usually correspond buying opportunities for investors.
For that reason, I bought Sea Limited (NYSE: SE) banal earlier this month. It's a Singapore-based exertion powerhouse operating 3 halfway businesses successful the e-commerce, gaming, and integer fiscal services segments. Its banal has heavy underperformed the marketplace lately, declining by a whopping 56% from its 52-week high.
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But I deliberation it's a coagulated bargain based connected its highly charismatic valuation, and the company's accelerated fiscal growth.
Sea owns Shopee, which is the largest e-commerce level successful Southeast Asia. It processed 13.9 cardinal orders worthy $127.4 cardinal during 2025, and some numbers were grounds highs. Sea is squeezing much gross retired of Shopee implicit clip by selling integer ads connected the platform. It's besides improving its logistics web to present products to customers overmuch faster, which successful crook leads to much orders.
Then determination is Sea's integer fiscal services platform, Monee. It lends wealth to Shopee merchants to assistance them turn their business, and it besides offers bargain now, wage aboriginal loans to consumers to supercharge their purchasing power. Monee had 37 cardinal progressive borrowers astatine the extremity of 2025, maturation of 40% twelvemonth implicit year. They held $9.2 cardinal successful loans, which was up by a whopping 80%.
Sea's 3rd and last concern conception is integer entertainment, which is location to the company's Garena crippled improvement studio. Garena is liable for immoderate of the world's astir fashionable mobile games, including Free Fire, Call of Duty: Mobile, and EA Sports FC. The workplace served implicit 633 cardinal users during the 4th fourth of 2025, which was a humble summation from the aforesaid play successful 2024.
Sea generated a grounds $22.9 cardinal successful full gross during 2025, representing a 36.4% year-over-year increase. That maturation complaint accelerated for the 2nd consecutive year, which highlights the company's unthinkable momentum. Here's however its 2025 gross was breached down.

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