Calls
1
u/Old_Estate_8112
Reddit r/ValueInvesting
Win Rate
100.0%
return
+4.6%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Sep 01
$56.09
+4.6%
Tencent trades at ~12x forward earnings while core growth is ~10%, and ~17% excluding AI spending. Low multiple plus durable growth, WeChat ecosystem, buybacks, and AI product momentum suggests potential re-rating. Author believes Tencent is a buy because market treats it as an AI loser despite competitive AI offerings and wide moat. China regulatory/geopolitical risk, AI capex overruns, ad competition, and slowing macro/consumer demand could invalidate thesis. No other actionable trade ideas in this post.
Tencent trades at ~12x forward earnings while core growth is ~10%, and ~17% excluding AI spending. Low multiple plus durable growth, WeChat ecosystem, buybacks, and AI product momentum suggests potential re-rating. Author believes Tencent is a buy because market treats it as an AI loser despite competitive AI offerings and wide moat. China regulatory/geopolitical risk, AI capex overruns, ad competition, and slowing macro/consumer demand could invalidate thesis. No other actionable trade ideas in this post.
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u/Old_Estate_8112 has 1 trade ideas tracked on Buzzberg across 1 tickers since September 2026. Most covered: TCEHY.
