You probably already can tell, but I am especially fond of articles from Late Post, an investigative / deep reporting media that is minority owned by the excellent Caijing. Their founder is Wan, Shuli Hu‘s protege, ex assistant editor of Caijing, and one of their chief editors hails from Yicai […]
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Hi guys, Just drawing your attention to this cosmetics company that has been doing very well this year. It is not well covered, if at all, by sell-side analysts, yet is killing it on Taobao: Rui Ma and Ying Lu‘s podcast are required listening, I also found this Motley Fool […]
As I mentioned in the official Discord channel, I thought it might make sense to translate / summarize actual Xi Jinping thought on tech versus the misquoted, out-of-context snippets that are often put forth on the internet, especially by non-expert hacks who don’t have any real networks or work experience […]
Yesterday, I was reminded of a concept that’s actually a well-accepted truth in China tech circles, but is often abbreviated away by myself and others who have resided abroad, because it’s just so much easier to compare WeChat to Facebook than explain what it truly is, and that is … […]
Since the Xiaohongshu IPO has been rumored forever, I’d love to hear opinions from the group on the company, for once, before the prospectus drops. It’s a company that has a lot of traffic and buzz, but seems to really struggle to find a monetization model.