u/Itchy-Commission-195

Reddit r/ValueInvesting
· tracked since May 2026
Calls 1 1 Posts tracked · 0.1/day
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90d 1
Best Calls
TCEHY long +3.8%
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TCEHY ×1
HK ×1
Recent Calls
TCEHY long 1 week ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d —
90d —
Average Return +3.8% Long Return +3.8% Short Return -
Average Return
7d +7.7%
30d —
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TCEHY Tencent ... Tencent Holdings Limited
Long
May 26
$56.02
+3.8%
Tencent trades at 15x P/E and FCF, has 30% profit margins, and grows ~10% annually with AI/cloud upside. This valuation is low relative to its quality and moat (WeChat, gaming, investments), creating a margin of safety for long-term investors. Compelling risk/reward for those willing to accept China-specific risks; current price does not reflect underlying business strength. Regulatory crackdowns in China, geopolitical tensions, weak consumer spending, or AI investment delays.
Tencent trades at 15x P/E and FCF, has 30% profit margins, and grows ~10% annually with AI/cloud upside. This valuation is low relative to its quality and moat (WeChat, gaming, investments), creating a margin of safety for long-term investors. Compelling risk/reward for those willing to accept China-specific risks; current price does not reflect underlying business strength. Regulatory crackdowns in China, geopolitical tensions, weak consumer spending, or AI investment delays.
AI/Semi
REDDIT
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