Exactly, I left out non-current assets to keep it simple, as I don’t value this company based on cash.
One reason the stock doesn’t get much attention is that Kuaishou primarily operates in China, with a small presence in Indonesia and Brazil, so it’s not well-known outside those regions. An investment bank report I read mentioned that very few international investors show interest in Kuaishou—mostly domestic investors do.
For example, look at X.com—it’s a company with a $25 billion market cap, and nobody’s talking about them. I actually like that.
The key question is Kuaishou’s competitive position against Douyin (ByteDance) and Tencent. Right now, they have a strong foothold in lower-tier cities, and their advancements in AI and advertising spend are promising. However, there’s always a risk that Tencent or ByteDance could target their market share, so I’m monitoring this closely. For now, they’re holding up well, gaining market share in e-commerce, and their ad spend is outperforming the industry average.
That said, this isn’t a ‘buy and forget’ situation—it requires careful, ongoing monitoring.
what were their issues with Xinba
Exactly, I left out non-current assets to keep it simple, as I don’t value this company based on cash.
One reason the stock doesn’t get much attention is that Kuaishou primarily operates in China, with a small presence in Indonesia and Brazil, so it’s not well-known outside those regions. An investment bank report I read mentioned that very few international investors show interest in Kuaishou—mostly domestic investors do.
For example, look at X.com—it’s a company with a $25 billion market cap, and nobody’s talking about them. I actually like that.
The key question is Kuaishou’s competitive position against Douyin (ByteDance) and Tencent. Right now, they have a strong foothold in lower-tier cities, and their advancements in AI and advertising spend are promising. However, there’s always a risk that Tencent or ByteDance could target their market share, so I’m monitoring this closely. For now, they’re holding up well, gaining market share in e-commerce, and their ad spend is outperforming the industry average.
That said, this isn’t a ‘buy and forget’ situation—it requires careful, ongoing monitoring.