Has The Investment Thesis for Alibaba Turned Sour?
This quarter is important because it is the first quarter where they feel the full impact of the new regulations. And I’m looking for signs as to whether the regulations…
Alibaba Deep Dive
Deep dive into Alibaba’s e-commerce and cloud business.
Crowdstrike Deep Dive
Crowdstrike has been an absolute beast of a company, and they execute well on all metrics: revenue growth, improving operating margins, free cash flow, a fast time-to-value, low churn rate…
The Forever Portfolio
While many people speak of long-term investing, few understand that it is more than just the duration of your holding period, it is the quest of looking for companies that…
[Podcast] Sea Limited – Stock Geekout with The Financial Coconut
In these three episodes, I sat down with Reggie from The Financial Coconut and discuss why Sea Limited is firing on all cylinders today.
The Final Piece of Sea Limited’s Puzzle—SeaMoney
To give you a sense of the high-quality research delivered to The Steady Compounders, I am sharing with you a segment of the final piece of Sea Limited’s puzzle—SeaMoney to becoming the most dominant player…
Sea Limited Deep-Dive Part 3: SeaMoney
SeaMoney is the final piece to Sea Limited’s deep dive and it is more than an important piece of the puzzle for Sea Limited’s eCommerce ambitions.
Southeast Asia is extremely underbanked…
WeChat: The App That Rule Them All
Most of us know the WeChat app as a messaging, payment, ride-hailing, social media, and more rolled up into one super app.
What’s less known for most of us outside of…
Tencent’s Large “Donation”, Should Investors Be Concerned?
What’s common prosperity and why are China’s big tech rushing to “donate”?
What You Need to Know About Sea Limited: Shopee’s Secret Playbook
Topkopedia launched in 2009, Lazada in 2012, and Shopee is the latest eCommerce platform to enter the region in 2015. Despite being the latest entrant, Shopee swooped in and took…
Sea Limited Deep-Dive Part 2: Shopee
Topkopedia launched in 2009, Lazada in 2012, and Shopee is the latest eCommerce platform to enter the region in 2015. Despite being the latest entrant, Shopee swooped in and took…
Is Investing In China Safe?
Some of the biggest tech stocks in China, including Tencent, Alibaba, Baidu, and Meituan have suffered a huge decline in stock prices amid the Chinese government’s regulatory crackdowns.
In this post,…