Jon Quast

And but I think that, you know, we're finding more and more that we have all these services.

They're trying to make us bundle this bundle that I think essentially we're heading towards a streaming cable in the future.

And so maybe it's not so, so important to be the number three streaming individual service because you're going to wind up in the bundle, the cable package.

Yeah, Travis, my stock on my radar is Sea Limited, ticker SE.

This is a business that's headquartered in Singapore and it has three main business units.

It has Garena for digital entertainment, so think video games, has Shopee for e-commerce, and it has Moni for financial technology.

This is a stock that soared during the pandemic era because it was putting up incredible growth numbers just quarter after quarter after quarter.

But eventually, it dropped back down to Earth because it was putting up some big net losses as well.

Management responded by balancing profitability with growth.

It's been profitable, strongly profitable now for about three years.

As we look at it right now, it's down about 30% from its highs here in 2025.

Third quarter profits didn't live up to expectations.

Look at this in perspective.

It had a 6% profit margin even still, and it grew revenue a whopping 38% year-over-year.

I think C Limited has plenty of long-term runway, about $10.5 billion in net cash and about an $80 billion market cap.

But I think it could be bigger.

No argument.

Hey, Fools!

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Real estate has been the cornerstone of wealth building for generations, but it's also often been a major headache for investors, with 3AM maintenance calls, tenant disputes, and property taxes.