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NetEase

Discussed in 2 interviews.

Interviews

• Fall 2021 Ben Preston Orbis Interview, p. 34 ↗

  Orbis launched its global fund in 1990 with zero in Japan, at the top of the bubble. Ben explains the contrarian habit and the case for NetEase and Tencent in China.

  Companies: NetEase, Tencent InternationalAsia
• Fall 2015 Alex Sacerdote Whale Rock Capital Interview, p. 1 ↗, continues p. 6

  Alex invests in technology with an S-curve framework to find companies whose earnings power can grow exponentially. His ideas include Apple, Amazon, Ellie Mae and NetEase.

  Companies: Apple, Amazon, Ellie Mae, NetEase TechnologyGrowth investing