Inspired by Leelu's new position, the analyst finds Tencent Music to be an attractive investment. It's a smaller business with a strong financial profile, including a low enterprise value, significant free cash flow generation, a 2.5% dividend yield, and improving profit margins. His analysis suggests a potential return of 22% at the current price of $9.54, with a middle intrinsic value of $20-$23, making it a compelling opportunity for further research.
“The stock's currently at 954. And this is why it's interesting. I have a low price of 12 to 14, high price of 32 to 38, middle of 20 to 23 with a return of 22% potential return on this company. And guys, I'm not going to lie to you. Because Leelu likes it and these numbers make sense, I am personally going to go look at this company even further.” — ▶ 28:50