Tencent, every mention
1 scene (said by Ted Seides) · ← 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
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