Loading investment pitches...
Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Tencent participated in the sharp rebound across Chinese technology leaders as investor sentiment improved and earnings power reasserted itself. The company benefits...
— Jeremy Deal
Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($50/mo) and Pro subscribers.
Already a Research or Pro subscriber? Sign In
Other investors who've written on Tencent Holdings Limited
Tencent remains one of the world's premier technology franchises, anchored by the massive network effects and behavioral data of WeChat. The market's preoccupation...
Tencent Holdings Ltd. is the eighteenth largest holding. E-commerce and digital...
More institutional theses from JDP Capital
In late March we exited Caesars Entertainment (CZR) after reports that the company is in talks to sell itself to Tilman Fertitta or Carl Icahn for a fire-sale price.
Mercado Libre (MELI) is a classic Survivor & Thriver business but that we rarely see on sale.