The Great Wall Street

The Great Wall Street

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Tencent: The Art of Boring Brilliance
Tencent earnings Q2 2025 WeChat ads games cloud AI
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Inside China’s Robotaxi Boom
I rode China’s new wave of robotaxis through storms, night traffic, and crowded streets — here’s what works, what doesn’t, and how fast they might…
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Still Just a Rat in a Cage: Why Analyst Estimates Drive Investors Mad
Why JD, Alibaba, Pinduoduo and others drop after earnings—no matter the result.
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Who Paid for China’s Instant Retail War?
China’s food delivery war exploded in Q2 2025. JD, Alibaba, and Meituan lit billions on fire. Here’s who actually paid—and what comes next.
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July 2025

How to Spot Red Flags in Chinese & HK Markets
AI Prompts to Avoid Value Traps and Streamline Stock Research
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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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The Alibaba Insider
A 15-Year Veteran's Viral Corporate Autopsy Confirms Everything
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June 2025

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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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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