New position: $PROSY/$PROSF
Today I started a new position in Prosus, a proxy for $TCEHY. This might not end up as a buy and hold forever play, but currently the Risk/Reward just looks too good in my opinion. 3% position, read more in my new Seeking Alpha Article

Benjamin Buchanan's avatar
$6.2m follower assets
Top gaming companies by revenue (Microsoft soon to be second)
Once $MSFT acquisition of $ATVI closes it will become the second largest gaming company by revenue, second only to $TCEHY (China's Tencent).

  1. Tencent: $27 billion
  2. Microsoft: $25.1
  3. Sony: $24.9
  4. Nintendo: $15.3
StockOpine's avatar
$21.4m follower assets
$DIDI is going to delist, millions of residents at the economic centre Shanghai are locked in their houses due to Covid-19, UBS’ Wang Tao downgrades China Growth forecast from 5.0% to 4.2%, Goldman’ Hui Shan expects it to be below the government target of 4.5% stating that even 4.5% requires a lot of policy support.

Can it get worse for the Chinese stocks like $BABA $TCEHY etc.?

Any bull scenarios out there?
$PROSY - Emerging markets, here I come!
  • Started dabbling in emerging market businesses.
  • $PROSY is an incredible capital allocator and venture investor
  • Owns approx. 30% of $TCEHY and reinvests their dividends regularly
  • Their portfolio of investments in India is incredibly strong with household names, too hard to pass on
  • I think investing in emerging markets along with my primarily smallcap/midcap investments goes well and I would be looking at some opportunities here
StockOpine's avatar
$21.4m follower assets
🗞 on China
📌 China made a strong push to stabilize financial markets, promising to ease a regulatory crackdown, support property and technology companies and stimulate the economy.
📌 As per China's Vice Premier Liu talks between China and the US on foreign listings have made progress.
Markets are moving 💹💹
$TCEHY $BABA $PDD $JD
It will be interesting if their actions follow the lip service... Lot of room for a rebound if true
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Eric's avatar
$9.9m follower assets
Portfolio Weighting Top 5 vs Bottom 5
My top 5 holdings now make up 56.56% of my portfolio $GOOGL $AMZN $AAPL $SFM $TCEHY

Bottom 5 make up 10.81%
$MSFT $CNSWF $COIN $COST $SE
Eric's avatar
$9.9m follower assets
Portfolio Update as of today 03/04
Biggest change is $SFM moving into 4th due to recent gains and losses from $TCEHY and $BABA
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Huh. Why Sprouts? I've never heard it discussed as an investment.
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Thomas Chua's avatar
$15.7m follower assets
Investments by $TCEHY Tencent has returned to an all time high.

Most of its investments are in entertainment, media and gaming.
post media
They did extremely well with buying AfterPay in May of 2020. Purchased 5% of the company at a average price of $22.63 costing them about $300 million.
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I am proud to announce that I am now a Seeking Alpha contributor
I just published my first article, talking about $TCEHY and the crossroads they are at right now https://seekingalpha.com/article/4491457-tencent-is-at-a-crossroads?v=1646146878
They like if you include lots of financials and numbers.. Congrats on the contributing, will look forward to reading your pieces.
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Leon's avatar
$846.5k follower assets
Portfolio end of February 202
stocks
$EPSIL $YSN $EVO $M8G $AMZN $ST5 $KSPI $GOOG $MBR $TRMR $LEAT $APPS $META $U $IDT $BKNG $MYNA $KAMBI $INPST $SPACE.AT $TCEHY $NVDA $SEYE $BABA $SE

New
$IDT $SPACE.AT

Sold
$HHR $ENTER

crypto
$ETH $BTC $LTC $ENJIN $YGG $ADA $IOTA $DOT

+wikifolio „Zukunftsbranchen“
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