Michelle Martin invites Nirgunan Tiruchelvam from Aletheia Capital, to discuss SEA Limited's current challenges. Nirgunan reiterates his sell call on SEA Limited, citing alarming increases in operating expenses in the e-commerce segment. He discusses the competitive threats from TikTok, Temu, and Shein, and the impact of the TikTok-GoTo tie-up on SEA Limited's market share. Explore the decline in SEA’s gaming segment and the prospects for sustainable EBITDA generation amid rising costs. Listen in for a great conversation on SEA Limited's strategic and financial outlook.

Michelle Martin invites Nirgunan Tiruchelvam from Aletheia Capital, to discuss SEA Limited's current challenges. Nirgunan reiterates his sell call on SEA Limited, citing alarming increases in operating expenses in the e-commerce segment. He discusses the competitive threats from TikTok, Temu, and Shein, and the impact of the TikTok-GoTo tie-up on SEA Limited's market share. Explore the decline in SEA’s gaming segment and the prospects for sustainable EBITDA generation amid rising costs. Listen in for a great conversation on SEA Limited's strategic and financial outlook.

Start your day on a positive note with Live Well with Michelle Martin.

Start your day on a positive note with Live Well with Michelle Martin.

The show explores wellbeing in all its dimensions — from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas — from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.

In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint — with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.

Start your day on a positive note with Live Well with Michelle Martin.
The show explores wellbeing in all its dimensions &mdash; from self-awareness and personal growth to money, investing, and everyday lifestyle. Through thoughtful interviews and engaging conversations, Michelle speaks with experts and changemakers on living and ageing well, while helping you discover new ideas &mdash; from great books on READ and inspiring voices on INFLUENCE, to practical financial insights on MONEY AND ME.
In a fast-moving world that can often feel overwhelming, Live Well offers a refreshing counterpoint &mdash; with insights, ideas and stories that help you feel informed, empowered and ready to take on the day.