u/Itchy-Commission-195

Reddit r/ValueInvesting
· tracked since May 2026
Calls
1
Win Rate
100.0%
return
+9.4%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
TCEHY Long +9.4%
Worst Calls
No live losers yet
Most Mentioned
TCEHY ×1
HK ×1
Recent Calls
HK Long 1 month ago
TCEHY Long 1 month ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d —
Average Return +9.4% Long Return +9.4% Short Return -
Average Return
7d +7.7%
30d -4.7%
90d —
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Result
Result
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Theme Stance
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
TCEHY Tencent ... Tencent Holdings Limited
Long
May 26
$56.02
+9.4%
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.
Internet Platforms
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u/Itchy-Commission-195 has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: TCEHY, HK.