Episode 5 of Chinese Tech Demystified series covers the bull case for BILI. Why it’s not completely accurate to label Bilibili as China’s YouTube. A detailed look at the company’s early “Buddhist” years, plus defining moments. Steps the company has been taking taking to ensure future growth. Why are the company’s losses ballooning? Does it matter? Breakdown of 2Q20 earnings report. Our final verdict on the stock.

 

 

Attachments: Slide Deck | Research Note