24 Comments

That's one heck of an analysis. Super stuff.

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Awesome analysis, but I just wanted to pointed out that “that request to track all activity across other apps and websites” will probably not be a source of concern, as it will gradually be requested by most apps due to Apple’s recent privacy updates (App Tracking Transparency).

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Great article, thank you. Is it possible to get exposure somehow to SheIn and TikTok for a small-fry retail investor?

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This is an amazing read Packy and Brennan. Shine is hiding in plain sight. Literally. Thank you for being thorough. 感谢你们两个的努力!

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Wow! Thanks for that. Definitely not boring. Excellent read and eye opening stuff!

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What about shipping ? What is the point being fashion responsive if shipping stay slow ? Then the thesis doesn't hold.

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The best piece yet! Super super insightful, and an awesome find of a company nobody's really talking about that they should be

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A spectacular and exhaustive analysis! There is little left to add. Perhaps it is worth emphasizing the importance of being prepared to seize the opportunities that, in this case, arose from the pandemic and the subsequent lockdown.

https://absolutcount.substack.com/p/tiktok-the-queenmaker

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Loved reading this. Keep it up

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fyi your usereap feedback is not working.

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Sorry, but Shein has been known (by many women who shop) for ages. This is one of the key reasons I believe it was slow to be recognised and analysed...The same reason that women tech founders attract only 2% of the private equity/venture money out there. We women are half the world but still too much of an afterthought in business and life.... The irony of Shein is its success is built on top of hugely appalling working conditions for the women making the $3 bikinis!

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What's is Chris Xu's proper Chinese name?

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We offer German language training at an affordable cost in Chennai. We follow standard CERF (the Common European Framework of Reference for Languages). We offer A1, A2, B1, B2.

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I was diagnosed as HEPATITIS B carrier in 2013 with fibrosis of the

liver already present. I started on antiviral medications which

reduced the viral load initially. After a couple of years the virus

became resistant. I started on HEPATITIS B Herbal treatment from

ULTIMATE LIFE CLINIC (www.ultimatelifeclinic.com) in March, 2020. Their

treatment totally reversed the virus. I did another blood test after

the 6 months long treatment and tested negative to the virus. Amazing

treatment! This treatment is a breakthrough for all HBV carriers.

Expand full comment

I was diagnosed as HEPATITIS B carrier in 2013 with fibrosis of the

liver already present. I started on antiviral medications which

reduced the viral load initially. After a couple of years the virus

became resistant. I started on HEPATITIS B Herbal treatment from

ULTIMATE LIFE CLINIC (www.ultimatelifeclinic.com) in March, 2020. Their

treatment totally reversed the virus. I did another blood test after

the 6 months long treatment and tested negative to the virus. Amazing

treatment! This treatment is a breakthrough for all HBV carriers.

Expand full comment