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Influence Empire by Lulu Chen | ADI Book Club 2
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
Tencent
Tencent has divested $16 billion worth of JD stock. It's a huge bite out of their investment portfolio. Rob Vanal had an interesting line in one of his recent letters, which he puts out there. I think he thinks the portfolio inside of Tencent will be bigger than the market cap one day.
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