These notes are for China Tech Investor podcast episode 26, listen on overcast or anchor.fm. Pinduoduo announced earnings on May 20th 2019. But, before we jump in, let's look at some excerpts from their SEC filings. Disclosure changes "Furthermore, we offer coupons from time to time to stimulate buyer engagement on our platform." (page 58, … Continue reading CTI26 Notes – Pinduoduo 1Q19 – Disclosure changes, coupons, and take rates
CTI26 Notes – Baidu 1Q19 – Building a flywheel
These notes are for China Tech Investor podcast episode 26, listen on overcast or anchor.fm. Quick note about format. We covered two companies in this episode. I've decided to separately post the notes for each company, so they will be searchable by tag. -- That's all. Baidu announced Q4'2018 results on May 16 2019 [1] … Continue reading CTI26 Notes – Baidu 1Q19 – Building a flywheel
CTI20 Notes – Xiaomi 4Q18 earnings
These notes were composed on April 7, 2019 for the China Tech Investor podcast episode 20, listen on anchor.fm. Xiaomi is traded under 1810 in Hong Kong and ADRs under XIACY. Revenue growth Source: Xiaomi Q4'2018 investor presentation** IoT and lifestyle includes laptops and TVs International revenue reached RMB 70 billion, YoY growth of 118.1%, … Continue reading CTI20 Notes – Xiaomi 4Q18 earnings
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