Investing in China? “Play the hits.”
MarketFoolery
The Motley Fool
4.7 • 1.7K Ratings
🗓️ 12 July 2021
⏱️ 14 minutes
🧾️ Download transcript
Summary
The Chinese government’s move against Didi are only the latest in a string of actions against technology companies. Bill Mann discusses what he believes some investors are missing in the story and shares his straightforward approach to investing in China. Plus, he digs into the brands underneath Authentic Brands Group as well as Robinhood’s S-1 filing.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | It's Monday, July 12th. Welcome to Marketfoolery, I'm Chris Hill. |
| 0:07.0 | And, you know, as I mentioned late last week, I'm off this week, but I'm not good. |
| 0:12.0 | I can't leave the Marketfoolery feed with no content in it, |
| 0:17.0 | just because I'm on Cape Cod. That's why the one and only Bill Mann is here. |
| 0:21.0 | Could you see us? |
| 0:22.0 | Could you see us to everybody else? |
| 0:25.0 | Dude, you're my number one draft pick. You know that. |
| 0:30.0 | Nice to see you, Chris. |
| 0:32.0 | There are a couple of things I want to get your thoughts on. |
| 0:35.0 | And let's start with something that Jason Moser and I had talked about last week. |
| 0:40.0 | I know this is a story that has crossed your radar because you were tweeting about it. |
| 0:45.0 | And that is Dee Dee, the ride hailing app in, you know, the quote unquote Uber of China, |
| 0:53.0 | although it has a much bigger market, Uber would love to have the market share in the United States. |
| 0:58.0 | The Dee Dee has in China. |
| 1:00.0 | Exactly. Uber is the Dee Dee of the U.S. |
| 1:03.0 | Yeah. |
| 1:05.0 | What went through your mind when you saw the news that the Chinese government basically said, |
| 1:12.0 | yeah, we're going to halt new users from downloading the app because we want to conduct a cyber security review. |
| 1:19.0 | And, you know, this is not the first time in recent history that the Chinese government has done this |
| 1:26.0 | to a big tech company in its own country. |
| 1:29.0 | So the big story here is that Dee Dee's now been removed from WeChat and Alipay, |
| 1:36.0 | which are super apps in China. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.