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,…
Facebook Q2 2021 Earnings Breakdown
Earnings Highlight (Italics are my comments) Revenue increased 56% year-over-year (YOY) to $28.6 billion. Amazing how long of a runway they have on their advertising business alone, and they have…
Top 3 Things About The Latest China Regulations
1. All Platforms Must Open Up! The Ministry of Industry and Information Technology (MIIT) announced that in the next 6 months, they were looking to rectify the following problems in…
Sea Limited Deep-Dive Part 1: Garena
In this deep-dive, I go through the gaming industry developments, ecosystem and how Garena has outmaneuvered competition to emerge number one in most of the markets they entered.
Stock Geek-out on Starbucks
In this Youtube video, I discuss with Reggie from The Financial Coconut on Starbucks!
Lessons From Nick Sleep of Nomad Investment Partnership
The Fund Manager That Beat The Market With Three Stocks.
Facebook Deep Dive
Subscribers-Only
What Drives Value for Subscription Businesses?
What I Learned from The Economics of Customer Businesses by Michael Mauboussin.