Value Investing with Sven Carlin, Ph.D.Published 2026-09-03
“5 Interesting Value Bets From Investing Quadrant”
$KSHTYBullish
Kuaishou's AI valuation covers its market cap, making the core platform free; it is worth exploring as a value bet.
Then we have the Chinese app "Kuaisho". We discussed this a few months ago, 6 months ago, and Perry promoted it. The stock fell by 50%. The graph looks terrible, but things are now getting interesting.
The price-to-earnings ratio is eight for a company with 412 million daily users, who spend two hours on the app. This is crazy. Profits, okay . We also have AI revenues in Kuaishou that are growing by $500 million over the next 12 months.