nsheth12 Posted January 18, 2021 Share Posted January 18, 2021 I know this isn't the type of company that people usually like here - unprofitable, internet company, based in China. But I've been doing some work into it, and did a writeup that I thought I'd share. I can see a path to it being a $200B company in 10 years. Curious if anyone else has looked at Bilibili. Here's a link to my writeup: https://niharsheth.substack.com/p/my-thoughts-on-bilibili-bili Link to comment Share on other sites More sharing options...
valueinvestor Posted January 18, 2021 Share Posted January 18, 2021 Thanks for the write-up - I'll take a look. Love ten year stories. May not be popular here - but it is popular with me! Link to comment Share on other sites More sharing options...
Borgesian Posted January 19, 2021 Share Posted January 19, 2021 A good writeup from last year in the summer, added to my watchlist then but I missed on the runup. https://lillianli.substack.com/p/an-introduction-to-bilibili- Link to comment Share on other sites More sharing options...
Spekulatius Posted January 19, 2021 Share Posted January 19, 2021 A good writeup from last year in the summer, added to my watchlist then but I missed on the runup. https://lillianli.substack.com/p/an-introduction-to-bilibili- Lilian Li‘s substack is worth following if you are interested in Chinese e-commerce. She is also active on Twitter. Link to comment Share on other sites More sharing options...
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