The Great Wall Street
@thegreatwallstreet.bsky.social
Harvard Mathematician turned entrepreneur turned full time investor living in Shanghai.
Website: https://www.greatwallstreet.net
Website: https://www.greatwallstreet.net
@bahn.de Just heard Deutsche Bahn plans to hike prices massively in H2 2025. Totally fair, if you ask me. What used to be a one-hour ride is now a three-hour immersive train experience—why shouldn’t we pay more for the extra time and suspense?
July 2, 2025 at 12:50 PM
@bahn.de Just heard Deutsche Bahn plans to hike prices massively in H2 2025. Totally fair, if you ask me. What used to be a one-hour ride is now a three-hour immersive train experience—why shouldn’t we pay more for the extra time and suspense?
China will open it's doors wider
April 5, 2025 at 11:19 AM
China will open it's doors wider
New article is out. I discuss Tencent $TCEHY, Meituan $3690.HK, $HUYA and $JD.
www.greatwallstreet.net/p/tencent-me...
www.greatwallstreet.net/p/tencent-me...
Tencent, Meituan, JD, Huya: Key Updates on China’s Tech Stocks
In this article, I’m reviewing a couple of recent developments in Chinese companies.
www.greatwallstreet.net
March 31, 2025 at 5:29 AM
New article is out. I discuss Tencent $TCEHY, Meituan $3690.HK, $HUYA and $JD.
www.greatwallstreet.net/p/tencent-me...
www.greatwallstreet.net/p/tencent-me...
Joe Tsai on the future of LLMs. $BABA
March 7, 2025 at 6:56 AM
Joe Tsai on the future of LLMs. $BABA
Joe Tsai mocking Elon Musk!
March 7, 2025 at 6:53 AM
Joe Tsai mocking Elon Musk!
Highlights of the conference on economics:
- China aims for economic growth of around 5% this year, confident due to solid foundations and strong support mechanisms.
- China has enough fiscal policy tools and flexibility to handle domestic and external uncertainties.
- China aims for economic growth of around 5% this year, confident due to solid foundations and strong support mechanisms.
- China has enough fiscal policy tools and flexibility to handle domestic and external uncertainties.
March 7, 2025 at 6:50 AM
Highlights of the conference on economics:
- China aims for economic growth of around 5% this year, confident due to solid foundations and strong support mechanisms.
- China has enough fiscal policy tools and flexibility to handle domestic and external uncertainties.
- China aims for economic growth of around 5% this year, confident due to solid foundations and strong support mechanisms.
- China has enough fiscal policy tools and flexibility to handle domestic and external uncertainties.
Elon will not like it
March 6, 2025 at 5:41 AM
Elon will not like it
Meituan 3690.hk CEO Wang Xing held an internal director-level meeting on the last day of February, with all S-team members present—the first gathering of this scale in over five years.
March 6, 2025 at 5:40 AM
Meituan 3690.hk CEO Wang Xing held an internal director-level meeting on the last day of February, with all S-team members present—the first gathering of this scale in over five years.
$1519.HK – J&T Global Express FY2024 Highlights
Revenue: US$10.259B (+15.9% YoY), with express delivery up 23.4%
• Gross Profit: US$1.078B (+128.0%), Adjusted EBITDA: US$778.3M (+430.5%)
Revenue: US$10.259B (+15.9% YoY), with express delivery up 23.4%
• Gross Profit: US$1.078B (+128.0%), Adjusted EBITDA: US$778.3M (+430.5%)
March 5, 2025 at 8:52 AM
$1519.HK – J&T Global Express FY2024 Highlights
Revenue: US$10.259B (+15.9% YoY), with express delivery up 23.4%
• Gross Profit: US$1.078B (+128.0%), Adjusted EBITDA: US$778.3M (+430.5%)
Revenue: US$10.259B (+15.9% YoY), with express delivery up 23.4%
• Gross Profit: US$1.078B (+128.0%), Adjusted EBITDA: US$778.3M (+430.5%)
More investment opportunities brought to you by Deepseek. New article will be out tomorrow! Subscribe to not miss it.
March 5, 2025 at 6:53 AM
More investment opportunities brought to you by Deepseek. New article will be out tomorrow! Subscribe to not miss it.
Deepseek is giving these great investment opportunities. Check out my new article.
www.greatwallstreet.net/p/a-hidden-o...
www.greatwallstreet.net/p/a-hidden-o...
A Hidden Opportunity in the Wake of the DeepSeek Craze
Who will benefit from the AI surge
www.greatwallstreet.net
March 5, 2025 at 6:51 AM
Deepseek is giving these great investment opportunities. Check out my new article.
www.greatwallstreet.net/p/a-hidden-o...
www.greatwallstreet.net/p/a-hidden-o...
Who wins China's food delivery war? Meituan 3690.HK, Elema ( $BABA) or newcomer $JD?
March 5, 2025 at 6:50 AM
Who wins China's food delivery war? Meituan 3690.HK, Elema ( $BABA) or newcomer $JD?
Deepseek had a much broader impact than just on the big US tech companies. It triggered a process of transformation even in traditionally slow-moving Chinese SOE's and government agencies.
March 5, 2025 at 6:48 AM
Deepseek had a much broader impact than just on the big US tech companies. It triggered a process of transformation even in traditionally slow-moving Chinese SOE's and government agencies.
Funny how fast people changed their opinion on $BABA. From a CCP controlled dying company and fraud to a AI powerhouse and longterm compounder.
March 5, 2025 at 6:47 AM
Funny how fast people changed their opinion on $BABA. From a CCP controlled dying company and fraud to a AI powerhouse and longterm compounder.
New article out!
China’s food delivery war: Meituan 3690.HK vs Elema ( $BABA) with $JD now entering the field. It’s all about the advantage of scale—who has it, and how does it play out?
Find the full analysis in the usual place.
China’s food delivery war: Meituan 3690.HK vs Elema ( $BABA) with $JD now entering the field. It’s all about the advantage of scale—who has it, and how does it play out?
Find the full analysis in the usual place.
March 5, 2025 at 4:49 AM
New article out!
China’s food delivery war: Meituan 3690.HK vs Elema ( $BABA) with $JD now entering the field. It’s all about the advantage of scale—who has it, and how does it play out?
Find the full analysis in the usual place.
China’s food delivery war: Meituan 3690.HK vs Elema ( $BABA) with $JD now entering the field. It’s all about the advantage of scale—who has it, and how does it play out?
Find the full analysis in the usual place.