How the world is connected by dating apps, sex, e-commerce, China and cryptocurrency | FIRL 51

Jonathan Choi of Oaklands Path Capital Management and writer of Choivo Capital blog, sits down with the FIRL Guys, John Huo and MJ Gan to talk about their views on everything from dating apps, to are we there yet with cryptocurrency.

Timestamp
00:00 Intro
01:48 Why Botak
04:17 Life Update: Accident, Resignation, New Career
09:21 2021's investment performance
09:45 Understanding ecommerce, Alibaba & China
13:10 Live streaming business
22:34 TikTok
24:00 Dating apps business
35:13 Where do lonely man & woman invest their money
38:27 Gaming business
40:42 Make up and skin care business
41:25 Most lucrative business among all
43:13 Logistic network: Alibaba, Pin Duo Duo, Amazon, Ebay, Shopee
53:38 Traditional marketing channel in ecommerce
57:53 Alibaba's issue
01:01:56 Should investor invest in China?
01:13:20 Difficulty penetrating into other markets






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Podcast on Spotify: https://open.spotify.com/show/1dOLigt3zXHcqRKYO9WLS3?si=nvDrjomrQse9_AAq2SHYIw
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Video Edited by: https://www.instagram.com/gabrielgarethfoo/

*DISCLAIMER*

The information in this video is accurate as of the posting date. These are just the opinions of the FIRL Guys and do not in any way represent investment advice or stock recommendations, the content in this video is purely educational.

Information in the video might not be applicable to all investors as it does not take into account the financial circumstances, investment goals, and risk tolerance of any specific investors. Risk is inherent to all investing, including the permanent loss of capital. Past performance does not equal future results. We are not licensed by Malaysia's Securities Commission as financial/investment advisors. Please speak to a licensed financial advisor before making any financial decisions.