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Contrarian Perspectives

Contrarian Perspectives

A blog for executives and institutional investors seeking distinct perspectives.

Platform
Substack
PricingOnly free issuesPublishesDaily
Issues16SubscribersRead zackzhuadventure.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Sea Limited's Monee in 2026: What It's Doing and What to Expect Going Forward

This is my second piece on Sea Limited’s strategy in 2026. For the first piece, which is all about Shopee, click here!

24 days ago
27
6

Are Amazon, Coupang and MELI logistics the same? The 4 kind of eCommerce logistics

How do Amazon & JD provide same day delivery? Why can J&T Express ship packages with a cost lower than $0.3 USD in China? Why does the Quick-Commerce War in China suddenly pop out?

2 months ago
16
3

How does Pinduoduo sell branded products at a lower price.

In the last post I shared about the concept of sub-eCommerce platforms in China and the core reasons why people in China buy branded products on PDD despite it’s image of low credibility. This post let me share the secrets of how Pinduoduo ...

3 months ago
6
0

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Authors

The writers behind this newsletter.

  • Contrarian Perspectives

    27, Taiwanese, ex-eCommerce founder, 2500% return in six years, obsess with business strategies, traveling around the world. You can find deep understanding of eCommerce and the real looks of Chinese internet environment from a Western perspective.

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