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The Meituan Bear Case (with Lillian Li)
ACQ2 by Acquired
What Are the Impacts of a Monopoly in China?
i think, especially in this case, right typically the argument is made that if you are selling fruit and vegetable cellars in most wet markets and injesternal stores around the country. These are folks that can sort of, once they lose their livelihood, can easily go and retrain to be a data scientist. And i think there's also the aspect of, like, this is atually a very potentially vulnerable part of society that don't have much available sources of income available to them.
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