52: Luckin - The writing was on the wall with Michael Norris

07/04/2020 57 min Episodio 52
52: Luckin - The writing was on the wall with Michael Norris

Listen "52: Luckin - The writing was on the wall with Michael Norris"

Episode Synopsis

In this episode, the guys bring on CTI regular Michael Norris to discuss Luckin Coffee’s recent admission of fraud. Michael was an early skeptic of Luckin, identifying potential red flags around the company in the spring of 2019. Michael, James, and Elliott discuss the timeline for Luckin leading up to this admission, and what the potential fallout could be.Please note, the hosts may have interest in some of the stocks discussed. The discussion should not be construed as investment advice or a solicitation of services.Get the PDF of the China Consumer Index.Watchlist:TencentAlibabaBaiduiQiyiXiaomiJDPinduoduoMeituan-DianpingLuckin CoffeeGuest:Michael Norris – @BriefnorrisHosts:Elliott Zaagman– @elliottzaagmanJames Hull– @jameshullxEditorPeter IsachenkoPodcast information:iTunesSpotifyRSS FeedMusic: “Hey Ho” by Steve Jackson, Royalty Free Music 

More episodes of the podcast China Tech Investor