Yuning Li

[Jeffrey Gundlach @TruthGundlach]

Announced after hours on a late-July Friday: the Co-CEO of a $78 billion private credit fund resigned…four days before the announcement. 🤔

[Yuning Li @yuningli375592]

@TSOH_Investing Their distribution channel in China is completely broken. Their distributors cannot afford space in top-tier shopping malls or comparable locations in mid-tier malls. Without that presence, their premium strategy is illusory and destined to fail.

[Yuning Li @yuningli375592]

@SeekingTheValue Because Baba takes a share of that higher price and they encouraged the merchants to upgrade their products so that they could get more advertising dollars. Baba tried to launch a similar platform called TaoTe and failed miserably after spending 100billion rmb.

[Yuning Li @yuningli375592]

@GavinSBaker @FredaDuan I’ll quote the article you shared: 将通过海运快船形式. I means they WILL use.

[Yuning Li @yuningli375592]

@HedgeyeComm But engage with is different from exclusively engage with.

[Yuning Li @yuningli375592]

@demonroj @simpleinvest01 Starting early doesn’t bring competitive advantage to SEA. BABA invented live streaming e-commerce, but Douyin surpassed BABA shortly after they launched the service. Douyin buried BABA with its huge traffic.

[Yuning Li @yuningli375592]

@DevinLaSarre Thx! I’m also counting on their US endeavor.

[Yuning Li @yuningli375592]

@TSOH_Investing Nice quote! Do you believe Disney is moving too slowly? Fine tuning spending is definitely good, but I fear that they have gone too far by promising a premature profitability.