Living In Tencent's World: My Shanghai Perspective And The Prosus Opportunity

Group 1 - The author has extensive experience in the tech landscape of China, having moved to Shanghai in 2016 and gained insights into governance issues [1] - The focus of the research is on sectors such as Oil, Gas, Energy, and Metals, indicating a specialization in fundamental analysis [1] - The investment strategy emphasizes a "Margin of Safety" and a "Catalyst" for stock selection, with a portfolio typically containing no more than 10 stocks [1] Group 2 - The author has a beneficial long position in the shares of PROSY, indicating a personal investment interest [2] - The article reflects the author's own opinions and is not influenced by compensation from any company mentioned [2]