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Saved by @Mollyycolllinss

1) Let's talk about my favourite video platform Bilibili. What is it, what it isn't and and how it makes money. It's been called the Chinese YouTube that that framing lacks imaginary.

The $bili stock also 5x in 2020 - who knew weebs could be so lucrative

 2) Grossly simplified, it's the Chinese equivalent of Youtube. Except it's not. It's like if Youtube, Twitch, Steam, Patreon, TokyoPop and Netflix had a CRISPR-baby, and that baby was a weeb, but that weeb is also super down with Chinese Gen Z
3) Bilibili was founded in 2010 by avid Anime, Gaming and Comics (AGC) fan Yi Xu from a frustration that the mainstay Chinese anime platform kept crashing with no consistent access to his beloved vocaloid Miku
4) Serial entrepreneur Rui Chen went from an angel investor to CEO, having obtained Yi Xu's trust by correctly identified the origin of Bilibili as from the anime "A Certain Scientific Railgun". Anime knowledge is life.
5) Currently it's the biggest mainstream portal for the Chinese Gen Z with user-generated video sharing, live streaming, mobile gaming, online comics and event ticketing. It’s also diversified its content coverage with coverage on beauty, e-sports, pop culture and many others.
6) I think Bilibili has an incredibly interesting strategy for product and monetisation. Which I lay out here
7) Stage 1: Entrenchment into the community by creating an in-group

Bilibili has an incredibly sticky and engaged community, and it does so by cultivating buy-in into an internet sub-culture that from the outside seems bizarre. I think the bizarreness is a feature, not a bug.
8) While videos are free to view on the platform, the registration process to be a commentator for Bilibili is perhaps the most demanding one for any social media platform today. It involves passing a 100 multi-choice questions test with at least 60 correct answers within an hour
9) Bilibili’s process seems counter-intuitive until you factor in that its aim is sustainable growth. Sustainable growth means that they want to let in dedicated members who will engage earnestly with the content, and having a pretty time-consuming quiz does filter for that.
10) Stage 2: Owning the user by capturing a stage of life rather than a field of interest
Relative to western consumer tech companies, who tend to focus on “serving a function” as their core mission, Chinese companies tend to focus on “owning the user” as their core mission
11) Suppose we view Bilibili's product strategy as being focused on owning the user rather than engaging all users who have a specific functional need. In that case, their choice of expanding into verticals with less relevance to UGC makes a lot more sense.
12) What other things does an anime-and-games-UGC-watching Chinese Gen Z like to do for fun? They probably like anime, like non-moving anime aka manga, like playing games,etc
13) I also think there's a lot more bi-directional influence between monetisation and product development choices than what I've highlighted so far. It's entirely probable that the most easily monetisable products are adjacent products rather than deeper UGC platform offerings
14) Stage 3: Effective monetisation of the user while still retaining the other stakeholders

They started the commercialisation “journey” by being the Chinese game distributor for Fate / Grand Order in 2017 and has only begun to branch out into other channels.
15) Arguable their golden years are ahead of them for when the Gen Zs hit their earning stride and there's still a lot of time for things to change and for Bilibili to pivot until then.
16) So the first thing to note is that unlike Youtube, Bilibili is not dependent on advertising. The most compelling reason for this is that Bilibili does not want to alienate the community as it pursues monetisation.
17) Value-added services is the fastest growing revenue segment, at a whopping 171.9% increase yoy, the bulk of which is coming from membership fees that allow users to access premium content. This revenue stream has led to increased investments into proprietary content
18) Bilibili's story is far from over and is by no means a qualified success. I think they are a very interesting counterexample of how to grow, curate and monetise a community. It goes against a lot of the well-trodden paths western tech companies have taken and continue to make
I left out a bunch of stuff but here's my longer piece if you're interested. My best work is my substack.

I'll be doing these threads for the rest of Jan, follow if you want these to spam your TL

https://t.co/rF3dZ8G44t

More from Lillian Li

Lillian Li
Lillian Li
@lillianmli
1) Let's talk about the question of 'how should we think about Chinese tech'

What do we talk about when we talk about Chinese tech? Who is 'we' here? How do you pronounce Elema?

I've hit 10k in followers and it's time to earn my stripes as a thinkboi.

2) Chinese tech is a loaded term. The very fact that we have to say 'Chinese' tech rather than tech demotes its otherness.

So what does a place of origin signify? The different market conditions, political context and imo most importantly, the development stage of the country.

3) I think @benedictevans and @ToniCowanBrown's podcast on 'How to think about Chinese tech when you know fa about China' (my title, not theirs), lays some of the groundwork here.

China's different market conditions and political context often means a parallel tech world

4) This means a fundamental rethinking of first principals that's hard to stomach for most Western tech folks
- Copy is not wrong, in fact, it shows you've picked a de-risked business model
- There are no unscalable resources, esp when labour is

5) But I think the most important factor that gets overlooked is that China tech demotes something very particular. It is coming from a developing country. The life stage of a country is different from its cultural context.

What happens when a developing country is innovating?
TECH
Lillian Li
Lillian Li
@lillianmli
1) Let's talk about Tesla's China strategy. There's a few questions here - why did the Chinese government actively encourage them to set up in Shanghai? What's in it for Tesla? Why is Tesla continously discounting their cars?

Spoiler alert: $TSLA go brrr

2) Our story starts all the way back in 2013, when smog was so bad Beijing didn't see any blue sky for months. Policy pivots were in order, and new energy bills with specific support for electric vehicles (EV) were introduced.

3) Over the next few years subsidies from the government were handed out to any car companies that said they were going electric. A single EV could get up to $22k worth of subsidies (provided they could drive for 250 km).

Sales increased and the EV market steady grew

4) However at the end of 2017, there was no standout Chinese EV company. Far too much of the subsidies went to fraudsters and the Chinese EV market was lagging behind the EU market.

Chinese government hardened their resolve.

Similar to Baidu, complacency was a killer.

5) The aim was to have a thriving worldclass EV market in the long term.

Similar to how introducing Apple and Samsung brought up Xiaomi, One Plus and Oppo, they decided to introduce foreign competition from the best EV brand there was - Tesla.
TRADING
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Lillian Li
Lillian Li
@lillianmli
1) Let's talk about social-commerce, limitations of growth for a community and why there is no good Chinese Instagram equivalent.

In modern China, XiaoHungShu aka Little Red Book aka RED is no longer the Mao manifesto, but rather a shopping app.

2) XHS was founded by friends Miranda Qu and Charlwin Mao in 2014. Initially, it was conceived as a travel app, the founders wanted something that let them know what spots were cool and what goods to get when they're abroad

3) For context, I would say shopping abroad has been a major Chinese middle-class hobby due to:
1) Perception that foreign goods are of higher quality
2) Cheaper prices for equivalent goods relative to China as no import tax
3) Verified authenticity

4) XHS tapped into this desire by creating an online community where people can share details of what they brought and where. In elaborate posts with multiple accompanying pictures. Showing off your lavish life while being helpful is fun.

5) After building up a robust and lively community among mostly affluent young women, XHS moved into cross-border commerce in 2015. Now rather than just looking at the pretty items from France, you can buy them.
WORLD
Lillian Li
Lillian Li
@lillianmli
1) Let's talk about a key part of the Chinese creator economy. The creator management and incubator agencies known as Multi-Channel Networks (MCN). We''ll summerise key lessons for the western creator economy.

And know how Li Ziqi got her 12m YouTube subscribers

2) MCNs are modern-day talent agencies (but more) who target influencers and creators as their clients. It originated in the US but has proliferated in China, with industry estimates of 5k-7k Chinese MCN operating as of 2020.

3) Typically, as creators gain enough following, they find it difficult to be an-all-in-one content creator, editor, customer support rep, accountant, lawyer, and marketing guru that the job demands.

Enter the MCNs who offers the creator the following:

4) Audience and traffic growth, PR management, monetisation through ads & e-commerce and support with retail fulfillment.

Their services are more holistic than western MCNs, who's offerings are more domain-specific.

5) Agreements between Chinese MCNs and creators can get into guarantees of the number of followers provided, copyrights, subtitling and distribution help, as well as providing analytical feedback on their content.
ECONOMY
Lillian Li
Lillian Li
@lillianmli
"By creating the concept that data is a factor of production, China Inc. has formalised and legislated the stance that data itself is valuable rather than the algorithms it helps train.

The Chinese leadership has subtly but deftly implied that data's value to a nation is underpriced and currently subjected to market distortions."

I think China's making money moves in the area of data. Read about it
BABA

More from Trading

Brian Feroldi
Brian Feroldi
@BrianFeroldi
1/ How to review quarterly earnings 🧵

A step by step guide using $DXCM as an example

⬇️

2/ The BIG question: Is the thesis on track❓

Other question:

❓Is revenue growing?
❓Are margins stable/expanding?
❓Profits?
❓Balance sheet?
❓New opportunities?
❓New threats?

3/ I open 4 browser tabs

Tab 1 - Current company earnings report / shareholder letter

Tab 2 - Previous company earnings report / shareholder letter (check guidance)

Tab 3 - Analyst estimates

Tab 4 - Call Transcript


4/ Tabs 1 & 2 - Find the current & previous earnings report

I search "Dexcom Investor Relations"

I click on "press release"

Open the newest quarterly earnings report and last quarter

It can also be a shareholder letter/presentation


5/ Tab 3 - Find the quarterly analyst estimates

Open up $DXCM in yahoo finance

The "news" section usually has a link to reports on whether the company beat/met estimates

The "analysis" tab is a good source, but sometimes it updates to the next quarter too quickly
TRADING , ALL , AR
Aditya Todmal
Aditya Todmal
@AdityaTodmal
A THREAD:

BEST OPTIONS STRATEGY FOR CONSISTENT INCOME -

OPTIONS WHEEL STRATEGY

Everything to know about this strategy I'm posting in this thread.

(1/12)


Step 1: Stock Selection

1. For this strategy you're going to have to choose some stocks that you think will be doing well in the future/long term.

2. Stock must be in an uptrend.

3. Stock options should be liquid enough to trade in.

4. List of stocks attached

(2/12)


Step 2: Which option to sell?

1. Sell put at a support according to charts.

2. Sell put at a strike far away from the spot where you think the probability of the stock falling will be very very low.

3. Sell put at a price where you're willing to buy the stock at.

(3/12)


Step 3: What to do when in profit/loss?

1. If in profit you can just roll up the puts thereby increasing the ROI or shift to other stocks to make more profit.

2. If in loss take delivery of the shares equivalent to the lot size in cash market.

(4/12)

Step 4: What to do after taking the delivery?

1. Sell calls to lower your cost price of the stock. For eg, you took delivery of Reliance at 1900, sell 2100 CE which is about 10% away.

2. Keep doing this till your CE expires ITM and then give delivery of your stock away

(5/12)
TRADING , OPTIONS
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Abhishek Kar
Abhishek Kar
@Abhishekkar_
FREE MINI STOCK MBA
If you wish to learn abt trading,psychology,options,business etc
You can go through this thread.
Other than this I do post videos on my YT channel : -Abhishek Kar & Tradiostation
-Intraday views on FREE telegram : Abhishek Kar Official
RT will be appreciated

1. Threads to learn Options
https://t.co/wabkek43I8

2. https://t.co/OIDenHKdWN

3. Some core rules to investing
https://t.co/37d1pygp7P

4.Summing up 2020 Trading lessons
https://t.co/jSUb1lSGbQ

5.Effects of margin change on


6. Exciting story about a trader who destroyed a Bank
https://t.co/CsEEhIsD3q

7. Some Thought Provoking facts about stock markets
https://t.co/IjxpX5Wx24

8. A dose on Trading and investing


9. Top 5 resources to learn everything about stocks
https://t.co/6KnIySBGIG

10. Some Pro Tips on Trading
https://t.co/EiSGikt7jv

11. Wisdom on stuffs you should not do
https://t.co/bI2dH0XTSS

12. Reasons why you are losing the


13. The DARK side of stock market
https://t.co/qsteGcbquI

14. Stocks where you should NOT invest
https://t.co/2tD5q0K3UQ

15. Lessons from MILLIONAIRE trader
https://t.co/Pec6LmUtGa

16. Lessons from my
TRADING
Yash Mehta
Yash Mehta
@YMehta_
Option Trading is very difficult to master as there are so many things to understand.

Here is a master thread related that will help a beginner to understand about Options Trading.

A complete course worth Rs 50K for free.

1/ A detailed thread on basics of Option Greeks and how it impacts Options


2/ Basic Option Trading Strategies:

There are many option strategies to trade. But keeping your strategy simple is the key.

In this thread, all the basic option trading strategies are being


3/ What are the things that you should look at before taking any Option


4/ Is Option Selling Possible with Rs 1 Lakh Capital?

Even a beginner can start trading in option selling with capital as low as Rs 1 Lakh.

What are the techniques one can use and how to mitigate the infinite loss risk is shared in this
TRADING
TraderLion
TraderLion
@TraderLion_
20 lessons from trading legend Stan Weinstein:

Volume is a gauge of how powerful the buyers are... Never trust a breakout that isn't accompanied by a significant increase in volume.

1/20
TRADING

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Vibhu Vashisth \U0001f1ee\U0001f1f3
Vibhu Vashisth 🇮🇳...
@VIBHU_Tweet
VEDIC COSMOLOGY, also known as Hindu Cosmology, and cosmography are both interesting and inspiring. Today’s “modern” Vedic texts originated around 3,000 B.C.E. This is the oldest scientific and the oldest religious doctrine known to the human race.


Our current astronomy of the solar system and universe has its roots in Vedic knowledge. It only shows that man had advanced knowledge of astronomy way before our current civilization came into existence.
We are here to talk about the Vedic version of the planetary system,

starting at the top from the eternal planets to the temporary planetary system within innumerable universes in the material world.

Talking about “cosmic manifestation,” we need to incorporate both spiritual and material existence.


The spiritual realm of the planets is everlasting, and this will forever be beyond what the material universe can encapsulate. The spiritual realm belongs to the “super dimensional” or “anti-material” dimension. It means that it is beyond what we can perceive,


beyond time as a linear dimension, and the space of our vision and perception.

There are innumerable planets, all indestructible and forever lasting. That is what the Vedas say about the spiritual planets. Our concentration here is more towards the material side of things.
ALL
Mitesh Patel
Mitesh Patel
@Mitesh_Engr
Again sharing bank nifty intraday weekly straddle. How to play by selling straddle.
Mostly will work on Monday to Wednesday. Sometimes on Friday.
Why to pay your money to learn this if u can get it here.
U need only practice.
Let’s go.

Say bank nifty future is at 32000.
Sell both 32000 call and put.
Considering current volatile market lest say premium on Monday morning is 350 on both sides.
Sold with 700 points combine premium.
If bank nifty will trade in narrow range say +\- 100 hold it.
If moving 200 points

then exit previous sold straddle. Sell new one. Let’s say BN moved +200
Now sell 32200. If bank nifty will move here within range then u will get profit through theta decay. Follow same procedure for next 150-200 pts move.

This is only for single straddle sell position.

Now in second case sell three straddle. 31900/32000/32100
In case of 100 points move no need to change.
If 200 + then future is 32200.
Exit 31900 and sell 31200 straddle.
If moving another 100 then exit 32000 and sell 32300. Continue same with 100 points move.
If no move then

it will consolidate between 32000-32200 or 32100 to 32300 and u will get theta decay.

This is for normal move. Sudden big move may come anytime. So keep SL in system.
If u r selling at 350-350 then keep SL in system 475 for both legs.
Practice it. No need to attend webinar.
BNF , MPATELOPTIONSLEARNINGS , OPTIONSLEARNING
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Alex Stamos
Alex Stamos
@alexstamos
The entire discussion around Facebook’s disclosures of what happened in 2016 is very frustrating. No exec stopped any investigations, but there were a lot of heated discussions about what to publish and when.


In the spring and summer of 2016, as reported by the Times, activity we traced to GRU was reported to the FBI. This was the standard model of interaction companies used for nation-state attacks against likely US targeted.

In the Spring of 2017, after a deep dive into the Fake News phenomena, the security team wanted to publish an update that covered what we had learned. At this point, we didn’t have any advertising content or the big IRA cluster, but we did know about the GRU model.

This report when through dozens of edits as different equities were represented. I did not have any meetings with Sheryl on the paper, but I can’t speak to whether she was in the loop with my higher-ups.

In the end, the difficult question of attribution was settled by us pointing to the DNI report instead of saying Russia or GRU directly. In my pre-briefs with members of Congress, I made it clear that we believed this action was GRU.
TECH
antifa.drone
antifa.drone
@antifa_drone
Fake chats claiming to be from the Irish African community are being disseminated by the far right in order to suggest that violence is imminent from #BLM supporters. This is straight out of the QAnon and Proud Boys playbook. Spread the word. Protest safely. #georgenkencho


There is co-ordination across the far right in Ireland now to stir both left and right in the hopes of creating a race war. Think critically! Fascists see the tragic killing of #georgenkencho, the grief of his community and pending investigation as a flashpoint for action.


Across Telegram, Twitter and Facebook disinformation is being peddled on the back of these tragic events. From false photographs to the tactics ofwhite supremacy, the far right is clumsily trying to drive hate against minority groups and figureheads.


Declan Ganley’s Burkean group and the incel wing of National Party (Gearóid Murphy, Mick O’Keeffe & Co.) as well as all the usuals are concerted in their efforts to demonstrate their white supremacist cred. The quiet parts are today being said out loud.


The best thing you can do is challenge disinformation and report posts where engagement isn’t appropriate. Many of these are blatantly racist posts designed to drive recruitment to NP and other Nationalist groups. By all means protest but stay safe.
TRADING
\U0001f1fa\U0001f1f8I Support Our Military & Law Enforcement\U0001f1fa\U0001f1f8
🇺🇸I Support Our Milita...
@TheWiseOwl_AZ
1. There are more people added on the list of arrests and executions of famous people but no further intel is available at this time.

ARRESTS and EXECUTIONS OF FAMOUS PEOPLE 2020 UPDATED
Explanation of the latest military tribunal arrests and executions of famous people in 2020.

2. The tribunals are arresting these people in plain clothes. We saw the Obama’s arrest, although we didn’t know it was an arrest at the time. The arrest was done nonchalantly so as to not get noticed by the public.
All arrests of these famous people were done this way.

3. If the person is convicted of child sex trafficking, crimes against humanity or treason, they will be executed.
If the person arrested has evidence on someone else to help their prosecution, or is willing to help Trump, & they want to cooperate, they may be allowed to do so.

4. A sentence of execution down to life in prison may be accepted if their evidence is worth anything.
When a plea deal is done, the defendant must present evidence they have to make their sentence lighter. This information is given to the prosecution, defense, and to the judge.

5. If evidence is accepted, they are presented the plea deal. They will have to make a guilty plea to the crime with a video confession & written statement. That is how all plea deals work.

All famous people arrested were either treasonous or involved in satanic worship rituals.
CRIME


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