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Tencent: The Art of Boring Brilliance
Tencent earnings Q2 2025 WeChat ads games cloud AI
 • The Great Wall Street
Pinduoduo: The Mother of All Frauds?
Analyzing Pinduoduo’s Valuation, Fraud Concerns, and What It Means for Investing in China. Fraud or opportunity?
 • The Great Wall Street
Is Baidu Fumbling It Again?
Why Baidu’s Early Moves Don’t Translate Into Long-Term Success
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The Development Almost Everybody Currently Misses About Investing in China
What I Believe Is the Most Important and Completely Overlooked Development Happening Right Now
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Why Pinduoduo’s Silence Is a Nightmare for Analysts and a Blueprint for China’s E-Commerce Dominance
Pinduoduo’s Earnings Call Circus
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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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Suddenly, Everybody Loves Alibaba, But Struggles Persist
AI Promises and Cloud Growth Mask Deeper Issues in Alibaba’s Other Business Segments
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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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Tencent’s E-Commerce Play: The WeChat Mini Shop Revolution
Forget Alibaba and JD—Tencent is quietly building a dominant e-commerce ecosystem through WeChat. Here’s what investors need to know.
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Moats, moats, moats
Rethinking Moats: How Investment Time Horizons Redefine Competitive Advantage
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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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