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New Project: Speedwell Research
Comprehensive Deep Dives of the World's Greatest Businesses
Oct 11, 2022
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Kevin G.
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New Project: Speedwell Research
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May 2022
Fast Retailing (UNIQLO) Deep Dive
Japan's two richest people epitomize the two paths to ultra wealth: Take big, bold risks in new industries (disruption) Work dutifully day-in and…
May 17, 2022
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Kevin G.
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Fast Retailing (UNIQLO) Deep Dive
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February 2022
Alibaba 3Q21 Earnings Breakdown
Hi everyone, this post is a breakdown of Alibaba’s 3Q21 results. It was originally shared on Twitter here. For convenience sake, we will be sharing the…
Feb 25, 2022
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Kevin G.
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Alibaba 3Q21 Earnings Breakdown
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JD Deep Dive
What could you do with 4 square meters of retail space? Try creating over $100 billion dollars of market value with one of the world's largest…
Feb 23, 2022
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Kevin G.
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JD Deep Dive
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January 2022
Tencent Deep Dive
Hi folks, if you’re receiving this email, you’ve previously signed up to DJY Research for updates - we’ve found that a number of emails have slipped…
Jan 25, 2022
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Kevin G.
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Tencent Deep Dive
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Grab Deep Dive
Society benefits the most when entrepreneurs focus on solving problems before monetizing the solution. But solving a problem doesn’t equate to creating…
Jan 24, 2022
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Kevin G.
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Grab Deep Dive
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Sea Limited (Update)
We will be periodically releasing company updates after we have put out a deep dive on each company. But rather than comment on quarterly metrics, we…
Jan 24, 2022
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Kevin G.
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Sea Limited (Update)
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Coupang Deep Dive
Some say you can pay any price for a great company, but was Coupang at $100bn too high? Well, one things for certain: You wouldn’t have paid that for…
Jan 24, 2022
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Kevin G.
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Coupang Deep Dive
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Nintendo Deep Dive
Nintendo, a multi- generational icon, with 26 of the top 50 best selling titles, an IP portfolio 2nd to only Disney, trades at just 12x 2021 ex-cash…
Jan 24, 2022
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Kevin G.
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Nintendo Deep Dive
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Didi Deep Dive
In 2016, Didi beat Uber, THE Silicon Valley sweetheart at the time, to gain control of China’s ride hail market despite having far less capital, fewer…
Jan 24, 2022
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Kevin G.
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Didi Deep Dive
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Alibaba Deep Dive
Alibaba today is a bit of an enigma with investor trepidation stemming from both inadequate competitive moats and fears that regulators could curtail…
Jan 24, 2022
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Kevin G.
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Alibaba Deep Dive
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Sea Limited: Management, Culture, and Execution
Sea Limited Update 1
Jan 24, 2022
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Kevin G.
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Sea Limited: Management, Culture, and Execution
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