Sarah Ketterer
speaker
355 appearances
1 recordings
1 series
first heard Jul 2026
last heard 6 Jul
Sarah Ketterer’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
They're the largest publisher of video games globally, and they have a music business, they have a messaging business.
They have the most amazing flywheels, so they're massively cash generative like U.S.
hyperscalers, and they're developing through HY3 their own foundational models.
They were a little behind in AI, but when you have that sort of financial resource, their net cash, it's not too hard to catch up.
And they'll find a way to get AI infused throughout their consumer products, all the social media they do.
And they'll keep their customers and the, what is it, 1.3 billion monthly average users?
Yeah.
And this stock just keeps falling.
And we just look at it and we wonder why.
What an amazing company.
It shouldn't trade at mid-teens multiples of earnings.
And part of this is just China.
No one's interested right now.
There's this love-hate relationship with China.
Only three or four years ago, it was uninvestable.
That's probably the time we all should have bought a lot of it.
But now all eyes are on one area and not there.
And especially for these,
Chinese companies that aren't necessarily considered at the absolute forefront of AI, they've been discarded.
And this is where taking a two-year view is really useful as opposed to just thinking out the next three to six months, because it gives us a chance to accumulate what may be one of, I think my colleagues would agree with me, probably one of the best companies in China overall for a very attractive valuation.
Showing 181–200 of 355 · page 10 of 18
← Previous
Next →