u/UnoptimizedStudent

Reddit r/ValueInvesting
· tracked since Apr 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 1
Best Calls
No live winners yet
Worst Calls
TCEHY long -3.6%
Most Mentioned
TCEHY ×1
Recent Calls
TCEHY long 1 month ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d —
Average Return -3.6% Long Return -3.6% Short Return -
Average Return
7d +0.9%
30d -9.4%
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
TCEHY Tencent ... Tencent Holdings Limited
Long
Apr 29
$60.27
-3.6%
Tencent trades at P/E 18.1 and P/B 3.25 with 20% ROE, unusually cheap for a tech/AI leader. The “China discount” depresses valuations, but Tencent’s diverse AI capabilities and systemic importance create a margin of safety. Buy Tencent for a value + AI growth play as market reprices the discount. Regulatory crackdowns in China, geopolitical tensions, or slower AI monetization.
Tencent trades at P/E 18.1 and P/B 3.25 with 20% ROE, unusually cheap for a tech/AI leader. The “China discount” depresses valuations, but Tencent’s diverse AI capabilities and systemic importance create a margin of safety. Buy Tencent for a value + AI growth play as market reprices the discount. Regulatory crackdowns in China, geopolitical tensions, or slower AI monetization.
AI/Semi
REDDIT
Showing 1 of 1 picks · sorted by mentions