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, …
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 many …
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 the …
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.
In this Youtube video, I discuss with Reggie from The Financial Coconut on Starbucks!
The Fund Manager That Beat The Market With Three Stocks.
What I Learned from The Economics of Customer Businesses by Michael Mauboussin.
Hi Everyone!
Catch the replay of my interview on Stock Geek Out with Reggie and Thomas Thio at The Financial Coconut. We discussed about the current market environment, my investing philosophy …
Bilibili is a platform that is a combination of Netflix, Youtube, Twitch, Reddit, and Steam. Wildly popular with China’s Gen Z!