September 7, 2020 | 12:32 PM by CY | cy@jaguaranalytics.com

Chinese Tech Demystified: Episode 5 Premieres This Week

Hello, Jags!

The fifth episode of “Chinese Tech Demystified” will be posted this week, along with a full research note.

In this episode, we will be breaking down Bilibili, a video sharing and livestreaming platform backed by both Tencent and Alibaba. The following topics are covered:

  • Why it’s not completely accurate to label Bilibili as China’s YouTube.
  • A detailed look at the company’s early “Buddhist” years, plus defining moments.
  • Steps the company has been taking taking to ensure future growth.
  • Why are the company’s losses ballooning? Does it matter?
  • Breakdown of 2Q20 earnings report.
  • Our final verdict on the stock.

See you there!

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