Adam Khoo vs. Damodaran on Tencent Stock

Leave a comment down below, and let's have a discussion.

[arkoraa]

Damodaran mentioned elsewhere that, no matter how good a Chinese company is, your biggest risk is always the Chinese government. So buying Chinese equities depends on your view about whether their government is a benefactor or an adversary to the business in question.

[summerchina]

Tencent's future growth isn't in games but in its social media platform. There is huge untapped opportunities with their video channel.

[sharpshot]

Fortunately we can fully trust western companies.

[MrExZacktly]

The Chinese take a view on the economy that is very much the same as an industrialist - theres not much concern for speculations like real estate and market valuations and instead their focus is on industrial production and climbing the technology ladder.


The Chinese government sets very clear objectives for itself and outlines its long term policy in multi-year plans. Investors should be mindful of and ideally align themselves with this industrial mindset when investing in China.

[JY]

Everyone should invest in a way that fits his/her temperament the most, so just b/c Adam Khoo is not touching Chinese equities, it means jack shit to me.

[rustler]

I hope you're right, Tay, but I fear Secretary Xi is calling all the shots capriciously, so that business has become very unpredictable in the PRC.

[kennySg]

Adam is a famous movtivational speaker

[anthonygoh]

I'm very confident in China economy and hence its stock market will be bullish in the very near future within 3 years can see very good run.

[gregorypek]

I am Malaysian, Tencent is my third largest stocks ( just smaller than Costco and Brk-b) in my family portfolio…I might be wrong, but let calculate the Odds- how much I can lose and win in next 5 years…( say drop to HKD 200 and shoot to hkd 1, 000…the odds is risking lost 1 for gaining 8…people may laughling me how can tencent shoot to hkd 1, 000, but that means at that time, market cap still less than usd 2 trillion….the most important for lay man like me is using simple Kelly criterion….as long as never Game Over in this game when you hit by worse case scenario. Is okay…

[luqmanhrizal]

Recent q4 earnings Martin Lau mentioned Tencent domestic games ARPU (average revenue per user) is actually at very low end compared to industry peers.

So regulation on spending is not their concern, since it wont hurt the company at all. And there is more room for domestic game revenue expansion (since they are at the low end ARPU)👌🏻

[jimd]

As long as this company is on the pink sheets they are uninvestable. Really weird that a company this size would do that.

[NachoValienteVilla]

can u put link to that interview with damodaran?

[summersnow]

Tencent stock has gone from about HK$270 earlier this year to HK$382 today (Jun 17, 2024). Of course Adam Khoo is quietly hoping everyone will forget about this episode.

[Hackr]

"for chinese companies, you're not a shareholder, you're a capital provider". Well, if a company is not paying a dividend and it's not buying back shares, that's what an investor is. I reject the notion that chinese companies behave any different from anywhere else, lots of "investors" are ready to buy in US companies with negative cash flow issuing shares and diluting them like crazy, then turn around reject China on ideological bases.

[chanyip]

Can I get the link to Howard’s video? Thank you!

[DailyGPT]

Adam Khoo is such a newbie. Sold at the bottom. Lmao

[momo]

maybe im a noob but isn't tencent like a huge global company with revenues that are not exclusive to china? does this not mean that they can still do ok globally? Im not invested in tencent but just a thought.

[leesulin]

going to the moon... just don't end up not coming back to home 😂

[wildreams]

The Chinese are long term thinkers, by the person in absolute power may not be.

[rustler]

I cannot help but wonder about Howard Mark's outlook on China. If you look at China's demographics, they are staring down the barrel of a gun, no small thanks to the one-child policy.