Tencent — Thought

Posts tagged Tencent

3Q23 Fund Letter

On good capital allocation and why it is hard to find in Asia.

LongriverGraham Rhodes17 October 2023Letters, Evolution, HDFC Bank, Berkshire Hathaway, TSMC, Techtronics, Tencent, Netease

ChinaJoy 2023

At the heart of China’s ACG sub-culture.

GamingGraham Rhodes1 August 2023China, Tencent, Netease, Gaming, Nintendo, Sony, Bandai Namco, AMD, Electric Vehicles, Meituan, Alibaba

Podcast: Charles Yu

An update on gaming regulation in China.

Podcasts, GamingGraham Rhodes23 February 2023China, Tencent, Netease, Regulation, Privacy

Tencent: Focus On The Core

The earnings cycle has turned but questions about TAM and domestic games.

CompaniesGraham Rhodes29 January 2023Tencent, China, Digital

2H21 Letter

Why invest in China?

Investing, Longriver, Companies, MacroeconomicsGraham Rhodes16 January 2022China, Tencent, Longriver