TCEHY

Building your investment thesis

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Analysis in progress

Pulling historical financials

Annual and quarterly income statements, balance sheet

Reading SEC filings

Pulling earnings call transcripts

Scanning recent news and research

Sharpening the investment thesis

Understanding how they make money

Analysing financial performance

Mapping the competitive landscape

Sizing up the leadership team

Evaluating the growth story

Building a valuation framework

Writing the final call

Building the quality scorecard