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Bilibili: 363 Million Users Is Only The Start

Source: SeekingAlpha

2025-09-24 09:29:04 ET

I really like YouTube's thesis, and even though you can't invest directly in the company, you can do so through Alphabet ( GOOGL ) ( GOOG ). The whole story of consolidation, innovation, and adaptation to new formats makes the growth story very compelling to me. Furthermore, YouTube alone seems to be worth at least $400 billion , even if I'm not being overly optimistic....

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Bilibili: 363 Million Users Is Only The Start
Bilibili Inc HKD Ord

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