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 …
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 …
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 …
In these three episodes, I sat down with Reggie from The Financial Coconut and discuss why Sea Limited is firing on all cylinders today.
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 …
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 …
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 …
What’s common prosperity and why are China’s big tech rushing to “donate”?
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 …
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 …
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, …