Influence Empire by Lulu Chen | ADI Book Club 2
After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments
00:00
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.
Transcript
Play full episode
