In this clip from The Call @ Hedgeye, China analyst Felix Wang highlights a potential short idea in Sea Limited (SE) as he compares it to Amazon’s (AMZN) recent struggle, while outlining the rest of his thesis for Hedgeye CEO Keith McCullough.
“Since our best Idea Short report less than two weeks ago the stock is down 20%,” explains Wang. “By comparison, it’s U.S. peer Amazon is down about 3%, and the global e-commerce ETF is down about 6%.”
“A lot of hedge funds own it, so I’ve had a lot of spirited conversations since my call, but keep this one on your radar on the short side.”
(This clip is a small taste of what our subscribers get each day on The Call @ Hedgeye. In a nutshell, The Call is our morning research call hosted by Hedgeye CEO Keith McCullough with our 40+ analyst research team. It helps small and large investors alike make better decisions via unique and investable stock/sector updates Click here to learn more.)