Gavin Baker @GavinSBaker Husband, Becky Painter. CIO, Atreides Management. Former PM, Fidelity OTC fund. No investment advice, views all my own. Jan. 23, 2020 1 min read

1) Sea Ltd really stands out after revisiting Apptopia’s list 2019’s top apps.

Sea Ltd had the #1 gaming app and #10 shopping app in 2019 vs. no top 10 apps in 2018. Stock (SE) went vertical in May 2019 after a well received US roadshow and then appeared in *many* Q2 13-F’s.

2) I can see why so many got so excited right after that roadshow – there are very few public companies growing revenue 200%ish who also generate cash and have a large relatively unmonetized internet marketplace asset.

3) Sometimes one doesn’t need an edge or differentiated perspective. I prefer to have a long history and high knowledge level with the tradeoff being that I sometimes miss big moves. Everyone has to find their own way and what works for them as an investor.

You can follow @GavinSBaker.


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