9,155 subscribers
ออฟไลน์ด้วยแอป Player FM !
TIP695: The Story of Tencent: China's Tech Behemoth w/ Clay Finck
Manage episode 464097362 series 1394353
While the mainstream headlines often focus on the Magnificent Seven, we’re diving into a global powerhouse that often flies under the radar — Tencent. Based in Shenzhen, China, Tencent is a giant in gaming, social media, and cloud services. From the creation of WeChat—a super-app with over a billion monthly users—to investments in companies like Tesla, Spotify, and Snapchat, Tencent’s story is one of relentless innovation and strategic dominance.
Since its IPO in 2004, shares of Tencent have increased by nearly 500 times, producing an average annual return of 35% per year.
To help cover the story of Tencent, Clay will be sharing what he learned from the book Influence Empire by Lulu Chen.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:54 - Tencent’s journey from IPO to becoming a global tech powerhouse.
05:28 - Lessons from Pony Ma’s leadership and Tencent’s strategic vision.
18:33 - How Tencent’s investments shaped global tech innovation and growth.
31:12 - The evolution and impact of WeChat as a transformative super-app.
49:11 - Insights into Tencent’s dominance in the gaming industry.
57:15 - Challenges of navigating Chinese regulations and political risks.
01:08:47 - Tencent’s role in AI, cloud services, and strategic share buybacks.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
- Chen’s book: Influence Empire.
- Email Shawn at shawn@theinvestorspodcast.com to attend our free events in Omaha or visit this page.
- Related Episode: Listen to TIP661: Betting Big on China & Lessons from Bear Markets w/ Richard Lawrence.
- Related Episode: Listen to TIP636: Billionaire Investing Legend Li Lu w/ Clay Finck.
- Related Episode: Listen to TIP682: Buffett's Early Investments.
- Follow Clay on Twitter.
- Check out all the books mentioned and discussed in our podcast episodes here.
- Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
- Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.
- Check out our We Study Billionaires Starter Packs.
- Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
- Browse through all our episodes (complete with transcripts) here.
- Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
- Enjoy exclusive perks from our favorite Apps and Services.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
- Hardblock
- SimpleMining
- Unchained
- Netsuite
- Found
- Fintool
- The Bitcoin Way
- Vanta
- PrizePicks
- Onramp
- TurboTax
- Fundrise
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1015 ตอน
Manage episode 464097362 series 1394353
While the mainstream headlines often focus on the Magnificent Seven, we’re diving into a global powerhouse that often flies under the radar — Tencent. Based in Shenzhen, China, Tencent is a giant in gaming, social media, and cloud services. From the creation of WeChat—a super-app with over a billion monthly users—to investments in companies like Tesla, Spotify, and Snapchat, Tencent’s story is one of relentless innovation and strategic dominance.
Since its IPO in 2004, shares of Tencent have increased by nearly 500 times, producing an average annual return of 35% per year.
To help cover the story of Tencent, Clay will be sharing what he learned from the book Influence Empire by Lulu Chen.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
01:54 - Tencent’s journey from IPO to becoming a global tech powerhouse.
05:28 - Lessons from Pony Ma’s leadership and Tencent’s strategic vision.
18:33 - How Tencent’s investments shaped global tech innovation and growth.
31:12 - The evolution and impact of WeChat as a transformative super-app.
49:11 - Insights into Tencent’s dominance in the gaming industry.
57:15 - Challenges of navigating Chinese regulations and political risks.
01:08:47 - Tencent’s role in AI, cloud services, and strategic share buybacks.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
- Chen’s book: Influence Empire.
- Email Shawn at shawn@theinvestorspodcast.com to attend our free events in Omaha or visit this page.
- Related Episode: Listen to TIP661: Betting Big on China & Lessons from Bear Markets w/ Richard Lawrence.
- Related Episode: Listen to TIP636: Billionaire Investing Legend Li Lu w/ Clay Finck.
- Related Episode: Listen to TIP682: Buffett's Early Investments.
- Follow Clay on Twitter.
- Check out all the books mentioned and discussed in our podcast episodes here.
- Enjoy ad-free episodes when you subscribe to our Premium Feed.
NEW TO THE SHOW?
- Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter.
- Check out our We Study Billionaires Starter Packs.
- Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok.
- Browse through all our episodes (complete with transcripts) here.
- Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool.
- Enjoy exclusive perks from our favorite Apps and Services.
- Learn how to better start, manage, and grow your business with the best business podcasts.
SPONSORS
Support our free podcast by supporting our sponsors:
- Hardblock
- SimpleMining
- Unchained
- Netsuite
- Found
- Fintool
- The Bitcoin Way
- Vanta
- PrizePicks
- Onramp
- TurboTax
- Fundrise
HELP US OUT!
Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Learn more about your ad choices. Visit megaphone.fm/adchoices
Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
1015 ตอน
ทุกตอน
×

1 BTC223: Tether's 13.7 Billion in Profits w/ Paolo Ardoino (Bitcoin Podcast) 1:01:12


1 TIP701: Against The Gods w/ Kyle Grieve 1:08:31


1 TIP700: How to Invest during Fiscal Dominance w/ Lyn Alden 1:05:18


1 BTC222: Top 5 Bitcoin Clips of Q1 2025 w/ Joe Burnett (Bitcoin Podcast) 1:02:50


1 TIP699: Unlocking High-Growth Investments w/ Jason Donville and Jesse Gamble 1:12:39


1 TIP698: Best Quality Stock Idea Q1 2025 w/ Clay Finck & Kyle Grieve 1:12:27


1 BTC221: Bitcoin Self-Repaying Mortgage Products w/ CJ Konstantinos (Bitcoin Podcast) 1:02:10


1 RWH054: Billionaire Brit w/ Terry Smith 2:25:40


1 TIP697: The Secret to Buffett’s Business Success w/ Lawrence Cunningham 1:07:46




1 TIP696: Mastermind Discussion Q1, 2025 w/ Stig Brodersen, Tobias Carlisle, and Shawn O'Malley 2:00:31


1 TIP695: The Story of Tencent: China's Tech Behemoth w/ Clay Finck 1:14:46


1 BTC219: The Big Print w/ Lawrence Lepard 1:02:46


1 TIP694: The Scuttlebutt Edge: From Research to Returns w/ Kyle Grieve 1:12:36


1 TIP693: The Power Law: Unlocking Venture Capital's Secrets w/ Clay Finck 1:19:52
ขอต้อนรับสู่ Player FM!
Player FM กำลังหาเว็บ