MentionTraceStock ideas from sharp blogs, podcasts & letters

Blog

Contrarian Perspectives

https://zackzhuadventure.substack.com/

Mentions5
Posts4
Latest post25 May 2026
Sea LimitedWhat’s Behind Sea Limited’s 46.6% Growth? Shopee Ads, Logistics, VIP, and Brazil-25 May 2026
PDD Holdings Inc.Is Bubble Tea the new Coca-Cola? The three buckets of the Chinese market. More on Mixue, Guming, Luckin Coffee, and Starbucks China.-11 May 2026
Luckin Coffee Inc.Coffee and Bubble Tea in China: Starbucks China vs. Luckin Coffee, and Why Chagee Is Falling While Mixue and Guming Thrive-6 May 2026
Starbucks CorporationCoffee and Bubble Tea in China: Starbucks China vs. Luckin Coffee, and Why Chagee Is Falling While Mixue and Guming Thrive-6 May 2026
Sea LimitedSea Limited's Monee in 2026: What It's Doing and What to Expect Going Forward-22 Mar 2026