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Coupang: Part 3
Coupang: Part 2
DJY Research is no longer in operations. For access to the full Coupang report, become a Speedwell Research member today!
Coupang: Part 1
DJY Research is no longer in operations. For access to the full Coupang report, become a Speedwell Research member today!
Alibaba Deep Dive
Alibaba today is a bit of an enigma with investor trepidation stemming from both inadequate competitive moats and fears that regulators could curtail this “monopoly.” Adding to the confusion, Alibaba likely houses more billion-dollar businesses than any other company. The fear of competition is real though: PDD is gaining share on lower end commerce, JD.com …
Bilibili
Hi! Thanks for checking us out at DJY Research. Every month, we will do a deep dive on an Asian equity. If you like our research, please subscribe. This is our first report! We have a second free sample deep dive on Sea Limited, which you can read here. Our first paywalled post was on …