$Sea Ltd(SE)$  sea group shopee has been giving out free money from its cash coffer. For example, I bought an $8 item and got about $2 rebate from shopee for my monthly mobile plan. Will do it every month as shopee is giving me 25% discount. I doubt even the commission it charges to the supplier covers it's cost. So I am quite sure a lot of sea group accounting is untrue and in fact they are making large losses but not reporting truthfully 

Yes I would consider S REIT, but of the us listed ones. Because the fed rate cuts affect the SOFR rate directly so US S REITs like utdhampshire and prime REIT will benefit. The Singapore business REITs like sora will benefit less because sora will not fall in the same magnitude. Singapore has our own risk free fed rate

$Li Auto(LI)$  second most profitable EV company in china. BYD has a PE of 30+ while this has PE of 16, potential double bagger as it's volume of delivery improves. I have gone heavily into it to back my own words 

$Sea Ltd(SE)$  definite sell, it's free fire revenue is not real with the company booking a large number of unearned revenue to boost current profits. Be prepared to see unwinding and the gaming segment going to zero profits. This means the company is barely profitable on the other 02 segment 

$SPCX 20261030 146.0 PUT$   Spacex going to fall more

Yes, under his guidance Berkshire has been a good asset accumulator collecting companies with durable moats. As inflation continues and these companies profit naturally increase, Berkshire value increases in line. This is testament to an individual ability in picking up good companues for acquisition  A talent very few CEOs have

$SPCX 20261030 146.0 PUT$ spacex much more way to fall 

$UtdHampshReitUSD(ODBU.SI)$ likely going report 1.8 to 2 US cent dividend. Dividend giant going at 9.5% dividend yield

$SPCX 20261030 146.0 PUT$  

$BABA 20260911 129.0 CALL$