Value Investing with Sven Carlin, Ph.D.

"هو العام الذي بدأت فيه بيركشاير ببيع أسهم آبل. عندما قرر وارن بافيت: "حسنًا، أصبحت أسهم آبل الآن محفوفة بالمخاطر."

"شركات مثل Anthropic و OpenAI و Microsoft و Google هي من تدفعها للارتفاع"

"ريلتي إنكم "تمنحك بالفعل عائداً يقارب 6% . الآن، لنفترض حدوث انهيار بنسبة 70%على مدى عقد من الزمن. عائدات بنسبة 6%، ربما ليس" ريلتي إنكم "بل استثمار قيمة مشابه، ستمنحك ضعف رأس المال مع التوزيعات والنمو المركب"

"So, this, yes, Tencent Music, Kuaishou, but prefer to stick with the big guns."

"Kingsoft Cloud Holdings, more cloud, just not for me."

"GDS Holdings, boom, bust, and now doing well again. The company is growing, but then now they have bookings. This is what we can call it, maybe the oracle of AI China. Not for me with the data centers."

"The next one is Bilibili. Boomed in 2021, then went bust. The video communities, things like that, of course, TikTok came, everything changed."

"We recently discussed Tencent Music, very interesting, low P/E ratio, good position, Tencent ecosystem, profitable, buybacks, dividends. Interesting."

"Kanzhun. It is there, users, recruitment company in China, growing. Everything looks good. Okay, I'm just saying, again, okay on that side."

"2020s, all these big companies, Alibaba, this and that, decided, oh, we have to spin out all these valuable things that we have under us."

"If we go to Baidu, again, down, has seen a little bit more of the ups and downs. When Cathie Wood was promoting and buying it because of the robotaxis, it did boom."

"Trip.com. Now, on my research platform, I really love the community there. I have had a suggestion to analyze Trip.com on the suggestions thread."

"I also own Prosus from the discussed companies. So, this is getting interesting."

"JD.com, buybacks, 3.7% annual yield, growing dividend yield. We discussed this. I own this for the record."

"Samsung, Lenovo, a year and a half again, were free AI options. But okay."

"Samsung, Lenovo, a year and a half again, were free AI options. But okay."

"Next one on the list is Lenovo. AI boom. And they have been promoting, so if somebody wanted to find cheap AI stocks, when Nvidia and others were already booming, this was hiding in plain sight."

"Next one on the list is Lenovo. AI boom. And they have been promoting, so if somebody wanted to find cheap AI stocks, when Nvidia and others were already booming, this was hiding in plain sight."

"Another company that has done greatly is NetEase. P/E ratio 15, dividend yield, buybacks, still growing, still there, everything looks good. Online games, PC and console games, mobile games."

"they're going to invest heavily in the food, beverage industry, delivery, things like that, highly competing with JD, which lowers margins."

"Then we go to PDD Holdings. We discussed this again, also Alibaba, and the key theory there is now they're building a new Pinduoduo in the next three years."

"Now, Alibaba, okay, ups and downs like Tencent. However, I've looked at it, I've been following it for six years now, seven, 10 years, getting older, but when I look at the situation there, now it's an AI promise, and the ecosystem that they have, the e-commerce is still doing okay, but they cannot leverage their technological improvements on the retail ecosystem."

"A dividend, buybacks, still growing, double digits, P/E ratio 15, and Tencent is actually Zuck's wet dream. It's not just Facebook, it's the payments, it's the this, it's the games, it's the integration of the whole ecosystem and everything goes through it."

"We have discussed both Tencent and Prosus, all the links to the mentioned videos will be in the description below."

"The king of the market there is Tencent, down significantly over the last year. We have discussed both Tencent and Prosus, all the links to the mentioned videos will be in the description below."

"Because when you look at these companies, the Tencent, the JD's, the Alibaba's, those are global companies, strong companies, 1.5 billion people China, 5.5 billion in Asia."

"Because when you look at these companies, the Tencent, the JD's, the Alibaba's, those are global companies, strong companies, 1.5 billion people China, 5.5 billion in Asia."

"بعض الشركات مثل بروكفيلد انخفضت بنسبة 20%خلال هذه الفترة لأنها تتأثر بشدة بتغيرات أسعار الفائدة."

"But US tax-free, you might start looking now, not when the yield on REITs is 3%. But now it's starting to get interesting. Building a position, being ready to double down if it gets even cheaper. And then when and if interest rates go lower, stabilize, and things improve, who knows when. Patience, overtime, protection from inflation, things like that. It doesn't look bad."

"Netflix on the growth if it keeps on growing."