SE -- is it the best e-commerce out there, certainly not. But I live in Bangkok right and shoppee is definitely the top "order from amazon" like equivalent here. Lazada backed my alibaba a close second. SE asia is going to continue to be a massive market for years to come
PayPal -- ya nobody necessarily loves it, but will it go away anytime soon? Probably not. I'm in my 20s and venmoing friends is ubiquitous and nobody is migrating from venmo anytime soon. And yes paypal also obviously has an international presence (not so much here on asia)
Potentially adding a speculative SE position -- and I also think paypal is being way oversold. Realistically I don't see another similar service that is going to supplant paypal in the next 10-15 years. I'm buying.
Anyone else have any thoughts about these two?
[link] [comments] https://www.reddit.com/r/stocks/comments/14gsprn/paypal_and_se/
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