Rate Of Return
Total Assets$Sea(SE.US) has already dropped by half. The company should have deployed some put hedging when locking up shares. In the long run, it should be better than holding cash. If it stabilizes at this level and the earnings report is okay, I'll hold it long-term as long as the long-term return is greater than 2%. Holding onto the chips and waiting a few more years still has a chance.
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