Sea limited is not going anywhere
The stock price movement tells you a lot of things post ER
How is this only down 5% premarket on ER day when you lose like half to one-third of paying users within a year? The market is coming back to its senses in the regular hour trading, but this shows how inefficient the stock market is at the moment.
QAU and QPU tells you this company is not going anywhere. Also, QAU is, imo, a less strict gauge of a company than DAU or MAU. You literally just need to give people some free goodies per quarter so that you can get 1 QAU it's significantly easier to achieve than DAU. And if you see a dropping QAU chances are those users are never coming back to your services.
$SE
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Hi, I'm Shih-Min. I am a software engineer that deals with highly-scalable, distributed and fault-tolerant systems.
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