Grab, Gojek and especially Shopee are really getting international attention now. As I’m writing this, Sea Ltd is at +$125B market capitalization. SE Asia has really arrived as a tech market. The investor who always comes to my mind when I think about these companies and SE Asia is Tom Russo. He has been investing […]
Sea Limited is rocking and rolling. Jumping from gaming to ecommerce. Then to payment and financial services. And now to Mexico. There is a growing public consensus that the Sea management team is extraordinarily effective. That’s cool. But it would have been much better to know that two years ago, when the stock was much […]