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I know this isn't the type of company that people usually like here - unprofitable, internet company, based in China. But I've been doing some work into it, and did a writeup that I thought I'd share. I can see a path to it being a $200B company in 10 years. Curious if anyone else has looked at Bilibili.


Here's a link to my writeup: https://niharsheth.substack.com/p/my-thoughts-on-bilibili-bili

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