Calls
2
Alicia Yap
Founder, RedCaviar
Win Rate
50.0%
return
-0.4%
Loading charts...
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jun 02
$55.30
+10.8%
Tencent is attractively valued when excluding its investment portfolio and cash. Despite debates about its AI strategy, the underlying valuation is compelling. Citi has a buy recommendation.
Internet Platforms
Long
Feb 27
$124.44
-11.5%
Baidu revenue dropped for the 3rd consecutive quarter, and the stock has sold off. However, the company holds ~$42 billion in net cash and liquid assets. The market is valuing the legacy search business at near zero. The current valuation ignores the cash pile and the potential value unlock from spinning off its AI chip unit (Kunlun) and cloud business. LONG (Deep Value Play). Continued erosion of the core advertising business by competitors like Tencent and ByteDance could make the "value trap" argument persist.
Baidu revenue dropped for the 3rd consecutive quarter, and the stock has sold off. However, the company holds ~$42 billion in net cash and liquid assets. The market is valuing the legacy search business at near zero. The current valuation ignores the cash pile and the potential value unlock from spinning off its AI chip unit (Kunlun) and cloud business. LONG (Deep Value Play). Continued erosion of the core advertising business by competitors like Tencent and ByteDance could make the "value trap" argument persist.
Internet Platforms
Showing 2 of 2 calls · sorted by mentions
Choose a mentions count to open ticker posts.
Alicia Yap has 2 trade ideas tracked on Buzzberg across 2 tickers since February 2026. Most covered: TCEHY, BIDU, MEITUAN.
