Bilibili: A Deep Dive Into The 299% Operating Income Surge And New Valuation

2026-03-06 23:28:35 ET

Bilibili ( BILI ) is a thesis that I find very interesting in the Chinese market, and now that I have sold my Alibaba ( BABA ) position, I am considering opening a new position to regain some exposure to Chinese names. In my last article , I highlighted the main reasons, such as the whole ecosystem structure and having built a “sticky” platform for Gen Z, having very diversified revenue, and still having a relatively appealing valuation....

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