Insider Stocks · For members
An entry from my investing journal, for members.
When Titans Clash Over Food Delivery Competition in China is immensely brutal, way more brutal than what we've seen in the West. Most recently, we've seen JD.com, one of the leading ecommerce players, throwing its hat into the food delivery business, directly clashing heads with Super App Meituan, who is the leading player in the […]
Insider Stocks
The rest of this entry is for members
Before I buy a business, and before I sell one, I write up what I see: what it earns, what it’s worth, what could break it. Members read every entry, back to 2021. At least two new entries a month, more during earnings season.
Already a member? Log in to read the rest.