Mar 02
NetEase Games: Snapshot
3 min read
NetEase
Feb 28
NetEase (9999.HK): First Principles Analysis
If you're coming from the First Principles Brief, you already know what NetEase does and why the business
20 min read
Feb 26
NetEase (9999.HK): The Artisan's Engine in a Platform World
The way I see it, digital gaming has become what coffee is to the modern professional: a near-daily ritual, recession-resistant, and remarkably sticky. In idle moments, in downtime, in the spaces between — people reach for it. The market is enormous. The question is who's capturing it.
6 min read