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CTI 79: Kuaishou, Tencent, and Xiaomi earnings, with Michael Norris
China Tech Investor
Is It a Shalme or Adobe?
I think there's probably some sort of ment banker could come in here and tell them, you know, they should er, i don't know, distribute it to their shareholders. Ah, but it also creates interesting, kind of strategic optionality, a with those companies,. And then the third question, assumed shalme gets disrupted, how does that happen? I think that's interesting. A, shalme, in a way, kind of came in a kind of a lower priced model. They've been prem premium ing and emaage premumsizing, premiumizing. Yeit's a weird word, but they've been doin olyit ot latelyand o ta
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