Theoria Research
TheoriaCapitalRigorous equity research and weekly letter for investors interested in Chinese markets.
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 25 | Founded | 2 years ago | Last Issue | 8 days ago |
| Active | |||||
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theoria137.substack.comLatest Issues
Theoria Weekly #3
Diary farming sector shows sign of recovery
The diary farming sector in China has been in a downturn since around August 2021, when raw-milk prices began falling from roughly RMB 4.4/kg to close to RMB 3.1/kg. The main problem was a classi...
Theoria Weekly #2
DeepSeek putting its 2nd fundraising round on hold
It was reported that DeepSeek has told prospective investors that it is putting its second fundraising round on hold for now. The news came just days after a four-hour recording of Liang W...
Theoria Weekly #1
I’ve been thinking about starting a shorter, more frequent format for a while, and this week I finally decided to give it a try.
The plan is to send out a short letter on Sunday evening (ET) whenever I have not published a long write-up th...
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...
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| Subscribers | Engagement | 71 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Private investor based in Toronto.
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