China Tech Investor

CTI 65: Strong quarters for Bilibili, Pinduoduo, and Tencent, with Michael Norris

Episode Summary

This week, Michael Norris is back for his regular earnings check-in, as the guys go over the calls from Bilibili, Pinduoduo, and Tencent, including Bilibili’s formula for success, and the increasingly intense debate between Pinduoduo’s longs and shorts.

Episode Notes

China Tech Investor is a weekly look at China’s tech companies through the lens of investment. Each week, hosts Elliott Zaagman and James Hull go through their watch list of publicly listed tech companies and also interview experts on issues affecting the macroeconomy and the stock prices of China’s tech companies.

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This week, Michael Norris is back for his regular earnings check-in, as the guys go over the calls from Bilibili, Pinduoduo, and Tencent.  

Hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.

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Music: “Hey Ho” by Steve JacksonRoyalty Free Music