Netflix clears 300! Why we keep holding and believe in it
Netflix clears 300 mainly because of India. Take note that Netflix has a clear growth path of approx 200 million or more subscribers in India’s population of 1.5B people. We discuss why we like it at ...
19 Nov 201926min
LK Takeout Strategy + Sponsored Ads Rise 50X in 5 years!
We discuss Luckin strategies in beating Starbucks, Hey Tea and how this unicorn plans to make money.
17 Nov 201929min
Luckin is a Milk Tea play
Luckin Tea or Xiao Lu Tea is the reason why this company is to be looked at. It’s not coffee. It’s bubble tea. It’s ruby guava cheese tea. In fact the biggest winner has to also be SF and ZTO for bein...
17 Nov 201931min
Disney’s 10M subscribers , Datadog, HUYA and YY smashes earnings!
Dis, DDog, HUYA,YY, ESTC and so forth
13 Nov 201932min
Shopee Agglomeration Raised and Rooted
We discuss the global shopping festival; Adidas goes to Vietnam ; Tyson foods is present at 7000 stores selling plant based nuggets
13 Nov 201921min
How to Invest
We discuss why 90% of traders lose money and why we should focus on discussing the right mindset of approaching the markets which is to invest. With discipline on what to buy, and a reminder of buying...
9 Nov 201918min
The 1% Rule and Strong Sectors
Larry Hite and more quotes
8 Nov 201912min
Uber loses billions and the Reckoning for this VC subsidised world
Uber lost 540,000 dollars in an hour every single day for the quarter ; more VCs know this ain’t sustainable
6 Nov 201917min
