Ctrip vs. Meituan: Is Covid a Tourism Buying Opportunity? (Asia Tech Strategy – Daily Lesson / Update)

I was mulling over investing in Expedia during the beginning of the pandemic. It made sense that travel would take a hit for a couple of years. And then it would likely come back. Plus, digital marketplaces are good at scaling up and down. But I didn’t buy as I feel more comfortable with Asia […]

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