$Sea Ltd(SE)$Been watching this stock since 2019 ever since I started to shop on the app when it was less publicised. Always wondered why the app is able to give so much discount as compared to shops outside and whether the discount would be sustainable in the long run while fighting for market share. Kind of reminded myself back in those day when I used Grab so much because it was so cheap and then when they managed to squeeze Uber out, the pricing does not seem as competitive anymore. Would we see the same in the future if other e-commerce players are squeezed out and less brick and mortar store since we choose online cheaper options that are subsidised. Maybe our future self is paying for all these subsidies [笑哭]