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Posts tagged Netease

3Q23 Fund Letter

On good capital allocation and why it is hard to find in Asia.

LongriverGraham Rhodes17 October 2023Letters, Evolution, HDFC Bank, Berkshire Hathaway, TSMC, Techtronics, Tencent, Netease

ChinaJoy 2023

At the heart of China’s ACG sub-culture.

GamingGraham Rhodes1 August 2023China, Tencent, Netease, Gaming, Nintendo, Sony, Bandai Namco, AMD, Electric Vehicles, Meituan, Alibaba

Podcast: Charles Yu

An update on gaming regulation in China.

Podcasts, GamingGraham Rhodes23 February 2023China, Tencent, Netease, Regulation, Privacy