Tencent Holdings Ltd. - Stock Analysis
We maintain our existing position in Tencent Holdings following the company’s Q1 2026 earnings report, which reaffirmed the core thesis underpinning our investment
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BABA
Alibaba Group Holding Ltd. - Stock Analysis
Alibaba Group reported Q4 FY2026 earnings on May 13, 2026 that lay bare the central tension defining the company’s investment case
FundamentalAnalysis
IBM
IBM: Long-Term Entry
We are initiating a position in International Business Machines Corporation (IBM) as a core long-term holding.