New Project: Asian Company Deep Dives
DJY Research
Hey folks,
It’s been a while since I’ve last shared a letter here. While I still love reading, sharing my notes here every single day became a little unsustainable due to other time commitments. While I do plan on rebooting this letter at some point, I wanted to share with you all a new project that I’ve been working on: DJY Research.
At DJY Research, every month, I’ll be doing a deep dive on a publicly traded Asian (Tech) company where I cover the business, it’s product(s), and really drill down into its financials and the 2-3 things that *really* drive its business.
To kick things off, I wrote up a report on Bilibili, China’s leading ACG video, gaming, and e-commerce platform that has been referred to as a mashup of YouTube, Reddit, Netflix, Steam, and Twitch.
Bilibili is an online video platform that hosts various user generated content, fostering a dedicated community initially built around ACG (anime, comics, and games). Since then, the platform has broadened its user base to cover a diverse set of interests and added live streaming, gaming, and e-commerce. Below we give a brief overview of Bilibili and dive into how we think about analyzing and valuing each of its businesses.
You can read the entire report (for free) here.
Create your profile
Only paid subscribers can comment on this post
Check your email
For your security, we need to re-authenticate you.
Click the link we sent to , or click here to sign in.