
Shopee
Productby Sea Limited
Heard in 6 episodes across 5 shows since Sep 2026
A mobile-first e-commerce marketplace operated by Sea Limited across Southeast Asia, Taiwan, and selected other markets.
Episodes
First heard
Expert statements
Episodes per month
Public PodLume episodes featuring it, over the last year.
Show the data
| Month | Episodes |
|---|---|
| Dec 2025 | 0 |
| Jan 2026 | 0 |
| Feb 2026 | 0 |
| Mar 2026 | 0 |
| Apr 2026 | 0 |
| May 2026 | 0 |
| Jun 2026 | 0 |
| Jul 2026 | 0 |
| Aug 2026 | 0 |
| Sep 2026 | 1 |
| Oct 2026 | 3 |
| Nov 2026 | 2 |
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What experts have said about Shopee
2 statements · 1 positive · 1 negative
- Daniel MüllerPositiveNov 8, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Shopee should not be viewed as only a low-end commerce platform.
“I don't think you can view Shopee as a low-end commerce place.”
Open the episode · TIP859: Mercado Libre ($MELI): We Doubled Down on Meli w/ Daniel Mahncke & Shawn O'MalleyListen at 29:33
- Shawn O'MearaNegativeNov 8, 2026· The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Shopee’s Brazilian loan delinquencies should rise as its loan book expands.
“the more they expand that loan book, especially into categories outside of buy now, pay later, the more we should expect that number to go up.”
Open the episode · TIP859: Mercado Libre ($MELI): We Doubled Down on Meli w/ Daniel Mahncke & Shawn O'MalleyListen at 35:46
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.
Episodes
6 episodes featuring Shopee, newest first
- Nov 9, 2026
Sea’s growth masks valuation risk as Coupang struggles to turn profitableModern Value Investing with Sven CarlinNov 9, 2026 - Nov 8, 2026
MercadoLibre weighs reinvestment against rising competitive riskThe Investor's Podcast (We Study Billionaires) - The Investor’s Podcast NetworkNov 8, 2026 - Oct 26, 2026
Computer-using agents race toward superhuman speedThe a16z ShowOct 26, 2026 - Oct 25, 2026
Shopify’s winning model still demands near-perfect executionThe Investor's Podcast (We Study Billionaires) - The Investor’s Podcast NetworkOct 25, 2026 - Oct 12, 2026
MercadoLibre and Nubank bet on Latin America’s digital futureThe Deep End: Stock and Earnings Analysis from Futurum EquitiesOct 12, 2026 - Sep 23, 2026
Australia’s slower future tests retirement assumptions and growth betsEquity Mates Investing PodcastSep 23, 2026