The Great Wall Street

The Great Wall Street

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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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The Great Wall Street
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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May 2025

Pinduoduo - Game over?
Pinduoduo: From Fraud to Failure?
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10
Why Xiaohongshu (RedNote) Became China’s Default Search Engine for Daily Life
It’s not about algorithms. It’s about answers you actually believe.
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2
China’s Robotaxi Race Hits an Inflection Point — But Baidu Risks Falling Behind again
Baidu lags as rivals secure huge WeChat and Uber deals
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4
Tariffs on, Tariffs off, Tariffs on
Trump’s Tariff Moves: What Investors Need to Know About Trade War Risks in 2025
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Alibaba’s Spending Spree: From Cautious Buybacks to Full-Blown Investment Mode
AI, Instant Retail, Cloud, and E-Commerce Are All Demanding Capital—While Free Cash Flow Starts to Crack
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