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[@BorisZR](/creator/twitter/BorisZR)
"@investseekers There is a reason it trades at a discount just described. The market knows the only value there is really Tencent"  
[X Link](https://x.com/BorisZR/status/1980878443182194960) [@BorisZR](/creator/x/BorisZR) 2025-10-22T06:06Z XXX followers, XX engagements


"@investseekers You don't own more Tencent that is what would bother me. You own more shares of a proxy. Who is to say they won't dump it all eventually and use that to buy some crappy company What is the value of you owning more shares of theirs in that case"  
[X Link](https://x.com/BorisZR/status/1980880760543285744) [@BorisZR](/creator/x/BorisZR) 2025-10-22T06:15Z XXX followers, XX engagements


"@investseekers Why on earth would they sell Tencent shares to do that Sell other crappy holdings go into debt but don't sell the best you have got. Nobody cares about owning more of the proxy company. Their only value is their Tencent holding"  
[X Link](https://x.com/BorisZR/status/1980876278959104298) [@BorisZR](/creator/x/BorisZR) 2025-10-22T05:58Z XXX followers, XX engagements


"@investseekers E.g. a sudden news comes out the management sold a big chunk (all) of Tencent to buy a ton of some bad assets. The shares of the proxy could dump hard and fast giving you no time to sell. I know worst case scenario but possible. Owning directly just feels more natural to me"  
[X Link](https://x.com/BorisZR/status/1980883893407609117) [@BorisZR](/creator/x/BorisZR) 2025-10-22T06:28Z XXX followers, XX engagements


"@investseekers Nothing against buybacks but they should not be selling their best asset to fund it. They have other (crappier) assets if I recall. Sell those"  
[X Link](https://x.com/BorisZR/status/1980884088438550602) [@BorisZR](/creator/x/BorisZR) 2025-10-22T06:29Z XXX followers, XX engagements


"@WallStreetApes It is similar in Switzerland. They use very similar model. The premiums go up every year 10-15% (the official inflation is X% 🫠). And yet every time you go to a doctor you have to pay yourself up to an amount (typically around 3000 usd per year after that you pay XX% only)"  
[X Link](https://x.com/BorisZR/status/1981964662049546414) [@BorisZR](/creator/x/BorisZR) 2025-10-25T06:02Z XXX followers, X engagements


"@lloydjamesross @EquityBrian The interest rate in K is 18%. That explains a big part of the valuation. But even with that I would say quite undervalued. Owning a medium size position. May buy more over time"  
[X Link](https://x.com/BorisZR/status/1981817971614924802) [@BorisZR](/creator/x/BorisZR) 2025-10-24T20:19Z XXX followers, XX engagements