Tencent - $TCEHY

RV Capital founder on 2022: "I wasn't shocked that the fund went down 50%"

19 lessons: Why a third of the portfolio sits in Chinese stocks, what a 47.6% drawdown and a stomach tumor in the same year taught him, and the one…

11 hrs ago • The Scuttlebutt

Merchant West portfolio manager on Tencent: "monetization from 1.4 billion users"

9 arguments: Why Anglo needs the Teck merger to finish its copper re-rating, what has to happen at Prosus before the discount narrows, and the 40% gap…

17 hrs ago • The Scuttlebutt

China makes 70% of the world's EVs, so nobody can compete — Fidelity China manager

14 calls: Why he finally bought BYD, the first year Chinese companies stopped issuing shares, and the sector he says trades at mid-single-digit earnings

Sep 17 • The Scuttlebutt

Brian Gu: China now sells more EVs than gas cars, and 1,000km is already enough

10 takeaways: Why XPeng calls itself a physical AI company, what a "land aircraft carrier" is, and the regret behind a Nobel Prize he didn't win

Sep 11 • The Scuttlebutt

Jordan Schneider: the data center backlash is homegrown, and China's rockets were filled with water | TBPN

The ChinaTalk founder on cars that cost a third of the Western equivalent, what DeepSeek's leaked transcript says about Liang Wenfeng, and the compute…

Sep 1 • The Scuttlebutt

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