Bilibili Inc. (BILI): A Bull Case Theory

We came across a bullish thesis on Bilibili Inc. (BILI) on Twitter by sigmazerocap. In this article, we will summarize the bulls’ thesis on BILI. Bilibili Inc. (BILI)'s share was trading at $18.15 as of May 20^th. BILI’s forward P/E was 29.15 according to Yahoo Finance.

[caption id="attachment_1238239" align="aligncenter" width="768"] A young woman with earphones sitting in a comfortable chair watching an educational short-video on her laptop.[/caption]

Bilibili Inc. (BILI) represents a deeply under-monetized yet highly engaged digital media platform, making it a compelling...