Tencent is fairly priced with expected long-term returns of 9-10%, varying with China's investment climate; when China is uninvestable, it's a buying opportunity.
He framed it in years
“Prosus = Tencent With A BIG DISCOUNT + MORE!!!”
Value Investing with Sven Carlin, Ph.D.Published Aug 25 · 3 passages
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Tencent yesterday. You might want to check that video. Really interesting, fairly priced if you want to invest in Tencent directly.
Tencent, we said yesterday, likely 9-10% long-term returns, better returns in Chinese exuberant cycles, lower returns when China is uninvestable, but when China is uninvestable, you double down.
Tencent is growing the dividend. The more Tencent grows the dividend, the more Prosus benefits.
What this channel has said about $TCEHY
Value Investing with Sven Carlin, Ph.D. has only this one call on this stock.
2026-08-25This one
Tencent yesterday. You might want to check that video. Really interesting, fairly priced if you want to invest in Tencent directly.