Tencent, every mention
3 scenes (2021) · ← back to Tencent
tap a year for its mentions
every year 2021 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
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