While Villariba is still washing up, the following shares are already celebrating:

$URA 52 week high

$UUUU (+1,96%) 52 weeks high

$SOFI (-2,07%) 52 weeks and ATH

$CPNG (-0,14%) 52 weeks high

$NU (-0,31%) 52 weeks and ATH

$RIOT (+6,12%) 52 weeks high

$BITF (+4,58%) 52 weeks high

Also close to 52-week highs:

$SE (+0%)

$SHOP (+5,57%)

$UEC (-2,58%)

Feel free to post more values here in the comments. There should be a few more that you might not have on your screen.

$SE (+0%) - Are there still people here who are also still invested and can be happy about the development? 😁

It's crazy how little you hear about it after the big crash.

Fortunately, I topped up big at around €40 and it was, is and remains a very promising story for me, which is still only just beginning.

No added value, but congratulations to everyone who didn't start to doubt and panic sell when the share was at the bottom 🙌🏼

$SZG (+9,48%)
$HYQ (+0,71%)
$ABX (-0,24%)
$BBAI (+0%)
$PLUG (+25%)
$GPRO (+6,34%)
$TEG (-0,48%)
$1SXP (-1,49%)
$SE (+0%)
$ETOR (+1,71%)
$NCH2 (+0,69%)
$TUI1 (+1,24%)
$VWS (-1,89%)
$R3NK (+2,01%)
$EOAN (+0,64%)
$CSCO (-0,07%)
$SLI (+9,98%)
$HFG (-0,65%)
$HTG (+0,43%)
$HLAG (+2,32%)
$TKA (+4,77%)
$DOU (-2,08%)
$RWE (+0,42%)
$BIRK (-0,91%)
$9618 (-0,67%)
$DE (+0,65%)
$FR (+0,07%)
$NU (-0,31%)

$SE (+0%) after my initial purchase at around €280, I then made a bold additional purchase at a low of around €40. Over -80% has now become +145% and it seems to be going on unstoppably 😅

$MSFT (+0,47%) and $GOOGL (-1,36%) are actually my biggest anchor positions, but $SE (+0%) is about to overtake.

I feel very comfortable with the investment, but I'm still worried about how big I should let the position get 🤔

Doesn't really make sense from a return perspective if you're still convinced, does it?

What would you do and on what grounds?

MercadoLibre ($MELI (-2,77%) ) is the undisputed market leader for e-commerce and FinTech in Latin America. Often referred to as the "Amazon of South America", the company dominates with its marketplace, digital payment services and its own logistics infrastructure. But after years of growth and a correction, the question arises: Can MercadoLibre take off again in 2025?

🚀 The MercadoLibre business model

✅ MercadoLibre (e-commerce): The largest online marketplace in Latin America with strong growth. In 2024, sales increased by 20%which shows the continuing demand.

✅ Mercado Pago (FinTech): One of the leading digital payment platforms in the region, used both online and in brick-and-mortar retail.

✅ Mercado Envios (logistics): Own logistics network for faster and more efficient delivery - a major advantage over Amazon.

✅ Mercado Credito (Lending): Enables buyers and sellers to access credit and expands the business model in the direction of FinTech.

Thanks to this broad diversification MercadoLibre is not only an e-commerce company, but also a FinTech and logistics player with strong growth potential.

🏆 Competition - Who can be a threat to MercadoLibre?

🔸 Amazon $AMZN (+0,12%)
: Global giant, but with lower market penetration in Latin America.

🔸 Sea Limited (Shopee) $SE: (+0%) An emerging threat in e-commerce, especially in Brazil.

🔸 Nubank & StoneCo $NU (-0,31%)
: Strong FinTech competitors entering the payments market.

🔸 Alibaba (AliExpress) $9988 (-0,19%)
: Focuses on low-cost imported products - but without its own logistics in the region.

Despite tough competition, MercadoLibre remains the market leader - mainly due to its logistics network, which Amazon and Shopee do not yet offer at this level in Latin America.

📈 Growth potential: why MercadoLibre could take off in 2025

✅ E-commerce boom: Online retail in Latin America continues to grow. Annual growth of 15% is expected until 2026 (Statista).

✅ Digitalization:
In 2024, internet usage in Latin America increased by 8%which creates the basis for further growth in online retail and digital financial services.

✅ Logistics advantage: MercadoLibre has acquired Mercado Envios an infrastructure that dominates the market.

✅ FinTech growth: With Mercado Pago and Mercado Credito the company is developing into a kind of "PayPal $PYPL (-0,54%)
& Klarna of Latin America".

✅ Latin America as a growth market: While markets such as the USA and Europe are more mature, Latin America still offers still offers enormous potential for increasing online purchases.

⚠️ Risks: What are the challenges?

⚠️ Currency risks: The High inflation and currency fluctuations in countries such as Brazil or Argentina could depress profits.

⚠️ Fierce competition: Shopee in Brazil in particular is putting MercadoLibre under pressure.

⚠️ Regulations: Political uncertainties and possible new regulations for digital financial services could slow down growth.

⚠️ Rising financing costs:
Mercado Credito is growing, but higher interest rates could weigh on the lending business.

📊 Conclusion: turnaround candidate for 2025?

MercadoLibre remains the dominant player in Latin America and is benefiting from growing digitalization and rising e-commerce sales. Despite currency risks and competition the company has strong growth driversthat make it interesting in the long term.

🔥 Turnaround candidate or long-term winner? What do you think - will MercadoLibre remain number 1 or will the competition catch up?

Sea Limited ($SE (+0%) ) is a versatile company from Singapore that has developed a super app has built a strong ecosystem of e-commerce, gaming and FinTech. After explosive growth in recent years and a subsequent fall in the share price, many investors are asking themselves: Does Sea Ltd still have potential for a turnaround?

Overview: What does Sea Limited do?

Sea Limited is active in three core areas:

✅ Shopee (e-commerce): One of the largest e-commerce platforms in Southeast Asia, Taiwan and Brazil. Competition for Alibaba (Lazada), Tokopedia and MercadoLibre.

✅ Garena (Gaming): Developer of the globally successful mobile game Free Fire. Formerly the engine of growth, now weakening.

✅ SeaMoney (FinTech): Digital financial services, including lending and payment processing, strongly integrated into Shopee.

Sea Limited pursues a vertical business model where the different divisions reinforce each other - Shopee drives SeaMoney, while Garena used to deliver high profits to fund expansions.

Competition: Who are the competitors?

🔸 Alibaba $BABA (-0,25%)
(Lazada.) & Tokopedia - Strong e-commerce competition in Southeast Asia.

🔸 Amazon
$AMZN (+0,12%) - A growing threat, especially in markets such as Brazil

🔸 MercadoLibre $MELI (-2,77%) - The market leader in Latin America and a direct opponent in Brazil.

🔸 Tencent $TCEHY (-1,01%)
& NetEase
$NTES (-1,15%) - Strong competition in the gaming segment, especially in China.

🔸 Revolut, Grab $GRAB (+1,94%)
& Ant Group - FinTech competitors that offer similar services.

Opportunities: Why could Sea Limited be a comeback story?

✅ E-commerce remains strong: Shopee remains the market leader in several Asian countries. Despite economic uncertainties, online retail is growing in the long term.

✅ SeaMoney as a silent winner: The FinTech segment is growing steadily and can become a new source of income for Sea Ltd through digital payment services and loans.

✅ Profitability focus: After years of aggressive growth with high losses, the company is now focusing more on cost reductions and profitability - a sign that Sea Ltd wants to operate more sustainably.

✅ Expansion in Latin America: Shopee has grown particularly strongly in Brazil. If the company can establish itself there permanently, that would be a big plus.

✅ Gaming as untapped potential: If Free Fire stabilizes or Sea Ltd develops new successful games, Garena could become a growth driver again.

Risks: What could continue to weigh on Sea Limited?

⚠️ Declining gaming sales:
Free Fire was once the biggest profit generator, but user numbers are falling. Without a new hit, Garena could continue to weaken.

⚠️ Competitive pressure in e-commerce: Alibaba, Tokopedia and Amazon are putting massive pressure on Sea Ltd in Asia and Latin America. Defending market share will be expensive.

⚠️ Regulatory risks: In Asia in particular, there are always new regulations for FinTechs and online retailers that could slow down Sea Ltd's growth.

⚠️ Macroeconomic uncertainties: Rising interest rates and weak consumer behavior could have a negative impact on business - both in e-commerce and in the lending business.

⚠️ Cost cutting vs. growth: Sea Ltd is trying to become more profitable while expanding into new markets. The balancing act between growth and cost control is not easy.

Conclusion: turnaround opportunity or value trap?

Sea Limited is still one of the most exciting technology companies in Asia. The focus on profitability is positive, but success depends heavily on whether the company can stabilize its gaming division and defend Shopee against the competition.

Those who believe in the long-term potential of the Southeast Asian market and are prepared to accept short-term volatility could find a promising turnaround in Sea Ltd could be a promising turnaround opportunity.

What do you think? Is Sea Limited on its way to a comeback or is it still a risky bet?🚀

After traveling on the Asian continent for over half a year, including with $GRAB (+1,94%) and there was something from $SE (+0%) on every corner, I'm bringing a little Asian flair into my depot.