Theoria Research
TheoriaCapitalIn-depth and rigorous equity research for investors interested in Chinese markets.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 22 | Founded | 2 years ago | Last Issue | 4 months ago |
| Active | |||||
Read this Newsletter
theoria137.substack.comLatest Issues
The antitrust investigation into Trip.com
Welcome to Theoria’s first post of 2026. I hope everyone’s feeling refreshed, recharged, and ready for what the new year has in store.
I was in Engelberg last week for Rob’s meeting. I really enjoyed my trip to Switzerland—the snow, the mo...
H World Revisited
I wrote about H World earlier this year, identifying its RevPAR premium as a key indicator of competitive advantage and discussing the drivers behind it.
So why write another piece on H World? Two reasons.
First, looking back, that old wr...
DiDi Update #1
A lot seems to have happened since my last post on DiDi. In July, Goldman Sachs initiated coverage on DiDi with a buy rating, after which the stock has been volatile. Last week, DiDi disclosed in their Q2 release that it had settled a share...
BOSS Zhipin 直聘
Tip: use the outline bar on the left to jump around and explore this post more easily.
Introduction
Boss Zhipin is the largest online recruiting platform in China. Together with ByteDance and PDD, they are the three Chinese companie...
An Insider’s View on Alibaba’s Struggles
Earlier this month, a 10,000-word letter posted on Alibaba’s internal forum1 by a long-time employee just before his resignation went viral across the Chinese internet. Drawing on his firsthand experience working on multiple projects across...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for Theoria Research.
| Subscribers | Engagement | 67 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
Explore More
Authors
The writers behind this newsletter.
Private investor based in Toronto.
Frequently Asked Questions
How can I access the email archive for Theoria Research?
You can find recent issues that have been published by Theoria Research on Reletter by scrolling up to where it says Latest Issues. Tap on the link for any of the most recent emails or hit More Issues to see older ones.
How many subscribers does Theoria Research have?
To see how many people subscribe to Theoria Research, simply upgrade your Reletter account. We provide readership numbers and lots of other stats for this newsletter so you can decide if it's worth reaching out to.
How can I advertise in Theoria Research?
Newsletter advertising can be extremely effective when it's done right. Before you pitch Theoria Research as a potential sponsor or partner, make sure that you've done your research and checked its newsletter stats with Reletter.
Then, personalize one of our winning pitching templates and send it to the right person using the contact info provided.
How much does it cost to sponsor a publication like Theoria Research?
Newsletter ad rates (or CPM) vary depending on many factors, including industry, number of subscribers, open rate, ad placement and more.
To find out how much an ad will cost, contact Theoria Research using the contact information provided and ask for a copy of their media kit.
How can I find newsletters related to Theoria Research?
Scroll up to where it says Related Newsletters to see other publications like Theoria Research. You can also search our email newsletter directory to discover other newsletters that cover the topics you're interested in.
How do I contact Theoria Research?
Reletter provides this newsletter's website URL above, where you will often find their contact information. We also provide links to associated social media accounts and pitching templates so you can reach out fast.