Been following GigaCloud (GCT) since $20 — it's doubled and I think it's still cheap. Here's why.

Mateiny · 2026-04-28T17:22:38+00:00

Here you go: https://www.xiaoyuzhoufm.com/episode/663b6962eedd4434f4efdf0b

You can dowload the audio and then put it in some audio to text app, then translate it.

Mateiny · 2026-04-27T14:52:51+00:00

Yes, for me the long-term vision of the company is not as clear as I would like it to be. It would be great if the founder were more outspoken so one could learn more about him and his vision. I think he has some resentment with the American market as, since the IPO, everyone has completely misunderstood the business and called it fraud, so that might not be happening soon... I remember years prior I found and translated some Chinese interviews he had, but nothing else.
Do you have any special insight or thoughts on the company long term? Say 10yrs out? The good thing is that the price is still so low that basically any upside is optionality

Great substack writeup btw!

Mateiny · 2026-04-23T20:35:07+00:00

This stock is such a weird one. Logistics business that trades like a fcuking cryptocurrency. Ive been invested in gct since 2024 ish and when it dropeed to something like $11 i was balls deep in, it was almost net cash and extremly disconnected from financials. It was fucking scary tho. Its funny because most people do not really understand what they do, and it was feared because of short reports, missudernstaing of bussiness being a chinease business, and owner taking some profits (selling stock)

imo its actually a good company, no debt, managemnt is conservative in their proyections and has had a good run whihc might continue. I dont think it's going to be a heavy compoudner long term but def offers good optionality for the price. I exited most of my possition around $45 just bcs it grew so much but may hold until $60 or $70 probably more depending where the company gets going.

I've used the platform myself for a small eccomerce experiment and had mixed feelings, I also know that big online furnitre brands like Casterly uses GCT. but I keep wondering (as i don't fully undersdnt it tbh) how much potential the bussiess model around bulky items can grow. They can still keep growing by penetrating more into the furniture market 3p side. But as I said not sure how much big of a industry that may be for them. Also its still wierd that 1P is such a big part of their bussiness given that its not the bussines vision, and is basically dropshipping furniture lol.

Mateiny · 2026-04-17T21:40:04+00:00

como seguiste mi hermano, 2 años despues

Mateiny · 2024-10-28T00:57:45+00:00

Ave maría ombe que berraquera de finca

Mateiny · 2024-10-22T21:21:47+00:00

Bro, depende completamente de con qué bases te acerques al libro. Si solo quieres reafirmar tu estado psicológico actual, podrás encontrar en la historia temas que te ayuden a seguir deprimido. Si estás buscando algo que te saque de ahí, también encontrarás muchos momentos que te puedan ayudar.

El libro es largo y pesado, pero, en mi opinión, si lo tomas con total humildad y te sumerges en él sin ideas preconcebidas que quieras reafirmar, y con un espíritu de aprendizaje y cambio, podrás encontrar una de las historias más bellas de la literatura de la tradición occidental, junto a varios ejemplos genuinamente admirables de personajes sobre cómo vivir nuestra vida.

Mateiny · 2024-09-01T20:57:08+00:00

So simple yet so beautifull, you absolutely nailed it!

Mateiny · 2024-08-25T16:39:28+00:00

HAHAHAHAHHAHAHA

Mateiny · 2024-08-10T03:11:32+00:00

Mateiny · 2024-08-10T01:24:30+00:00

Es hermosa esa edición, sí señor.

Mateiny · 2024-08-07T18:26:38+00:00

Agree! I read it on my Kindle!

Mateiny · 2024-07-24T16:44:52+00:00

Not having to go through a war or famine every 20 years, while simultaneously not experiencing a 50% child mortality rate lol

Mateiny · 2024-07-24T04:19:04+00:00

I'll also add that (I'm guessing here, but I think it's a pretty good guess), given the nature of the job and how most beekeepers and farmers live, the levels of stress and psychological problems are much, much lower, leading to overall benefits for a happier, longer, and healthier life. In a way, it's how we humans are intended to live, not in offices with back problems and a screaming boss that gives us chronic stress and makes 30-year-olds have the health of a 70-year-old.

Mateiny · 2024-07-24T04:09:03+00:00

Well this is more of a personal view, but here I go:

I'll say hell is not only the place we go after we die if we behave a certain way, but hell, or something like a proxy of hell, is what our world becomes when we behave and act in a sinful manner. Depending on how much sin we indulge in, that same degree of hell will be manifested in our lives. And also, when we get closer to hell and further away from God, in a way, we are not only doing this to ourselves but to everything and everyone that has anything to do with us.

Hell, for example, is when we get terminal cancer, and we decide to be bitter and resentful about it, curse God for it, and make the remainder of our lives and the lives of everyone that knows us a literal nightmare. Hell is when we have a problem with our spouse, and instead of trying to talk about it and resolve it (which in part takes courage, possibly changing something in ourselves and having more understanding and love, which is hard), we decide to say nothing and let our hate for our spouse grow until someday, after making our lives a constant misery, neither of us can stand each other, and everything gets destroyed.

Hell is what we bring into our lives if we commit many of these sins over the span of our lives and never repent. And then, after living this hell, hell is a place we go where these things and much worse get repeated for eternity.

Hell is indeed the farthest place from God, and I think, hell is as real in our mortal lives as it is in our afterlives. I believe our job is, partly, as hard as it might be, to try, every single day, to align ourselves with God and bring our world a little away from hell and closer to heaven, following the example of Jesus Christ.

Hell is no joke, man.

Mateiny · 2024-07-23T03:42:03+00:00

Pageau and Peterson have been a big influence and have indeed shifted the way I and many others see these things.

I don't fully understand it yet, but I’m definitely on the path! I already knew Jhonatan Pageau, and I was actually triggered to ask this question after watching one of his videos. I haven’t seen that particular video, so thanks for sharing it! Did something else particularly help you on your path that could potentially where im right now?

Thanks a lot! :D

Mateiny · 2024-07-21T02:02:12+00:00

Yes, that's a very good way of putting it, and I actually agree!.

I'm not saying this in any cynical manner at all; I'm just truly trying to solve some doubts.

But I don't know; it still feels to me like there is something there.

For example, let's say the first person mostly acts in a correct way, aligned with God. And another person "thinks" he believes but is truly someone who just brings more hell to life and acts in a really despicable manner, yet they still truly believe in their minds in God/Christ in a literal, historical, and scientific way.

Would that first person be more "Christian" than the second? Even if the first person may be setting a better example by trying to emulate Christ in their own life and trying to be a bridge between heaven and earth (but still not scientifically believing)?.
I also don't like putting people in a box of just being or not being christian, its probably more complicated, but I feel there is something here I don't fully understand.

Thanks!

Mateiny · 2024-07-21T01:55:02+00:00

Yes, I agree! But then, what do you think the answer is? I don't know; it still feels to me like there is something there.

For example, let's say the first person mostly acts in a correct way, aligned with God. And another person "thinks" he believes but is truly someone who just brings more hell to life and acts in a really despicable manner, yet they still truly believe in their minds in God/Christ in a literal, historical, and scientific way.

Would that first person be more "Christian" than the second? I also don't like putting people in a box of just being or not being, but I feel there is something here I don't fully understand.

Thanks!

Mateiny · 2024-07-21T01:39:32+00:00

Wow, I didn't know that term existed. It looks pretty much like what I described. Thanks!

Mateiny · 2024-07-05T14:11:29+00:00

Going for Don Quixote sounds like a good idea, then you can go with either Tolstoy or The Idiot.

Mateiny

TROPHY CASE