Preferred top pick due to 'dirt cheap' valuation of 16x EBITDA, dominant market position with Shopee, and resurgence in Garena gaming division.

The stock's poor performance, being down 30% in the last month, is cited as a potential reason for the sell-off in its competitor, Grab (GRAB).

Howard Marks (Oaktree Capital) added to his position, suggesting a bullish view on emerging markets and value outside the U.S.

Legendary investor Stanley Druckenmiller initiated a new position by buying calls on the stock.

Stanley Druckenmiller's fund opened a new position in Q2, suggesting potential upside.