The Great Wall Street

The Great Wall Street

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Pinduoduo: The Mother of All Frauds?
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2
Is Baidu Fumbling It Again?
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5
The Development Almost Everybody Currently Misses About Investing in China
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10
Why Pinduoduo’s Silence Is a Nightmare for Analysts and a Blueprint for China’s E-Commerce Dominance
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6
The Most Overlooked Winner in Offshore Oil
Less visible than its Western peers, but structurally far stronger.
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The forgotten Genius
What John von Neumann Can Teach Us About Risk, Uncertainty, and Edge
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Thinking Through the Offshore Drilling Setup—What Actually Matters
A look at what drives offshore value and what doesn’t
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2
The Alibaba Insider
A 15-Year Veteran's Viral Corporate Autopsy Confirms Everything
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11
Meituan, JD, and Another Undisclosed Company
JD's attack, Meituan’s Churchill moment, and a few thoughts on one vastly underestimated trend. Plus a quick update on a position I’ve only shared with…
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Tongdao Liepin vs Boss Zhipin: Same Industry, Two Very Different AI Strategies
Notes from Tongdao Liepin’s investor meeting—on their new AI strategy and dividend policy.
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2
Tencent, Kuaishou, and Huya: What Stood Out in Their Q1 2025 Earnings
I went through the reports and calls—here’s what I found worth paying attention to.
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3
Why Starbucks Isn’t Even Trying to Fight the Coffee War in China
While Luckin Coffee and Cotti Coffee slash prices and launch new drinks overnight, Starbucks watches from the sidelines.
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7
The Worst Stock Index in the World: The HK GEM Index
Where Bad Decisions Go Public
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3
The Great Wall Street
The Great Wall Street
Insights on Chinese stocks, policies, and key developments—without the noise. Straight from Shanghai. Clarity in every post, focused on what truly matters.
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