After Dinner Investor | Value Investing Podcast On The Hunt For No-Brainer Stock Investments

Influence Empire by Lulu Chen | ADI Book Club 2

Mar 6, 2023
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Episode notes
1
Introduction
00:00 • 3min
2
What Is Tencent?
02:58 • 3min
3
Is Tencent on Your Mind?
05:37 • 4min
4
Tencent and Capital Allocation
09:13 • 2min
5
How Do You Get People to Use Your Platform?
11:18 • 2min
6
Tencent and WeChat
13:23 • 2min
7
Tencent and Poni Ma - What's Next?
14:57 • 2min
8
Did Tencent Copycats Ever Come Up?
17:16 • 2min
9
Is Tencent Better Than Alibaba?
19:45 • 2min
10
Tencent
21:30 • 3min
11
All Business No Boundaries by DHL Supply Chain
24:27 • 2min
12
Tencent and NASPER's Investment in Tencent
26:29 • 2min
13
Tint: Is That a Good Understanding of Tint's Business?
28:13 • 2min
14
Tencent and Alibaba: A Different World Than It Was 10 Years Ago
30:06 • 3min
15
Is China Investable?
32:37 • 3min
16
Is It Investable?
35:51 • 2min
17
Tencent - What Do You Think?
37:55 • 2min
18
Can Tencent Take a Hit?
39:27 • 3min
19
Is Tencent Going to Continue?
42:23 • 3min
20
10 Cent in Alibaba Cloud Business in Southeast Asia?
45:05 • 4min
21
What Do You Think About Ponymont?
48:43 • 2min