$Bilibili(BILI.US)

I invested in Bilibili for two main reasons. First, I saw little justification for the sell-off after better than expected full year 2025 earnings. In fact, I bought more shares yesterday in the US market when the price dropped by more than 7%.🤭

In my view, Bilibili’s long-term strengths remain firmly intact and the recent price correction is only temporary.

Furthermore, Bilibili is showing improving margins, stronger cash flow and a clearer path toward sustainable profitability. Its highly engaged user base has created a resilient ecosystem that is difficult for competitors to replicate.

Beyond the fundamentals, the US listing gives me the flexibility to engage in factor trading and manage my positions more actively. Sometimes, the best investments come from understanding where the next generation is spending their time and attention.😉