Tencent, every mention
9 scenes · ← back to Tencent
tap a year for its mentions
every year anyone Mike Trigg 3Daniel Graña 2Alex Sacerdote 2Ted Seides 1Richard Lawrence 1Paul Black 1Matthew Granade 1Ellen Ellison 1Charles Van Vleet 1
Verbatim, from the transcripts: the passages where Tencent comes up
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 34:32 Alex Sacerdote Tencent was a beauty in that, where they started literally with AOL instant messenger that they hacked, and then turned it into a payment system. 2 times in the scene
Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
- ▶ 25:03 Charles Van Vleet So it is not the Alibaba's in the 10 cents.
Rashmi Kwatra – Sixteenth Street Capital (Manager Meetings, EP.17)
- ▶ 51:25 Ellen Ellison But obviously, what's going on in China is important because Tencent owns 16% of this company, which is your largest single position.
Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
- ▶ 17:03 Daniel Graña Tencent certainly is not an SOE, and certainly look at what that share price has done over time. 2 times in the scene
Mike Tian – Moat Trajectories and Investing in China at WCM (Capital Allocators, EP.212)
- ▶ 35:25 Ted Seides How have you managed around some of the recent events with some of the names that historically you might have owned, an Alibaba, Tencent, things that were great businesses with widening moats that all of a sudden have
Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
- ▶ 42:21 Mike Trigg A number of years ago, we were actually going up to visit Tencent. 3 times in the scene
Matthew Granade – Inside Data Science at Point72 (First Meeting, EP.22)
- ▶ 41:22 Matthew Granade And so I think you could do a similar analysis of Amazon and Tencent and Spotify and some of these other companies.
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
- ▶ 45:41 Paul Black One of them is Tencent.
Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
- ▶ 26:36 Richard Lawrence The fault is that when you think about what are Chinese blue chips, well, you could say Nettys listed in New York, Tencent listed in Hong Kong, Alibaba maybe even listed in New York.