TeRRy

    • TeRRyTeRRy
      ·2022-07-16
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    • TeRRyTeRRy
      ·2022-07-15
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      Tencent Should Improve Communication With Investors

      @BillyWilliams
      IntroductionMy thesis is that $TENCENT(00700)$ should improve communication with investors by doing a better job of summarizing developments with their listed investments and their operating segments. $Berkshire Hathaway(BRK.B)$ is a good role model in this regard with the annual letters and quarterly 13F filings. I like the way Berkshire CEO Buffett talks about the biggest investments in the annual letters to shareholders. It is also nice that Berkshire shows the investments in quarterly 13F filings. This type of communication is even more important at Tencent where they do special dividends like the recent distribution of $JD-SW(09618)$ shares.The government in
      Tencent Should Improve Communication With Investors
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    • TeRRyTeRRy
      ·2022-07-15
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