MSA Capital Ben Harburg on Didi Probe

The transcript discusses the potential regulatory actions affecting a company and its market reactions. It explores the impact on financials, market access, and the prospects of a Hong Kong IPO. The challenges of accounting standards and revenue recognition between Hong Kong and the US are highlighted. The conversation also covers diversification strategies and lessons learned from China's business models, emphasizing the importance of mobile-first approaches in emerging markets.

How does the recognition of revenue differ between US and Hong Kong accounting standards?

What strategies has the firm employed to diversify away from the Chinese market?

What lessons from the Chinese market could be applicable to other emerging markets?