← Shopee
What podcasts say about Shopee
Every statement, with the speaker, the exact quote and the moment it was said.
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.