Luckin coffee is a super fast growing coffee chain in China. In a short 3 years span, it has grown to 3500+ store and challenged Starbucks with its app driven approach and minimalist store design. We sit down to discuss what we like and don't like about Luckin in this episode.   

In this special episode, we sit down with Dr. Xiaoyu Che from the Columbia University Medical Center. Dr. Che specializes in data science, predictive modeling and epidemics. We asked questions on various aspect of the new virus including the mathematics model he is using and when should we expect the epidemic to end.  We also discussed the impact we are seeing in Asia and the market reaction so far.

#2019nCoV

In this episode, we discuss several reasons why we think $ATVI is worth a consideration.

1. Strong IP

2. Turn around in mobile game 

3. Industry tailwind

We hope you enjoy the listening and share your thoughts with us. 

Hello

Welcome to our first podcast episode on Farfetch, a luxury good online retailer. Hope you enjoy it.

Edit. 

1. The Price/Sale ratio of Farfetch's closest competitor, YNAP, is 2.5

2. The forward price/Sale ratio of Farfetch at the time of recording is around 2.