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NetEase (NTES)

NetEase is the second largest video game company in China. Over the past 10 years, NetEase has grown revenues by an average of 29% per year without a single down

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Stock Analysis

Nvidia and the AI Bubble

Generative AI is very useful. It can summarize conversations, draft emails, write code, and even generate images and video. I believe it will eventually have a profound impact on the

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Stock Analysis

Warner Bros. Discovery (WBD)

Warner Bros. Discovery (WBD) is a media giant created in April 2022 from the merger of AT&T’s WarnerMedia division and Discovery, Inc. The stock has fallen 65% since the merger

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Stock Analysis

Tencent (TCEHY/700.HK)

Tencent dominates the social media landscape in China and the online gaming market globally. Its WeChat application has 1.3 billion monthly active users and is effectively the mobile operating system

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