Is Profitable Kuaishou an Investment Opportunity? (221)

This week’s podcast is about Kuaishou. And the key questions that determine its future.

You can listen to this podcast here, which has the slides and graphics mentioned. Also available at iTunes and Google Podcasts.

Here is the link to the TechMoat Consulting.

Here is the link to the Tech Tour.

Here are my three longer-term questions for Kuaishou.

• What is the future relationship with Tencent? As it relates to users and engagement?
• Economies of Scope. Does it need to move beyond video to other content and attention types. Like TikTok and Tencent have done.
• Economies of Scale. Is it subscale in video and entertainment? As a China-only business?

Here is a past article on this. 

• Kuaishou Is Finally Profitable. But Is It Too Small to Win Long Term? (Tech Strategy)

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