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NT | Creator | Signal |
|---|---|
 NENew Money | Buy |
NEThe YouTuber notes that Howard Marks' Oaktree Capital is substantially adding to its NetEase position. This is part of a diversified bet on China and Chinese tech, with the belief that macroeconomic and geopolitical factors have driven these businesses to cheap levels, offering long-term turnaround potential.
The YouTuber notes that Howard Marks' Oaktree Capital is substantially adding to its NetEase position. This is part of a diversified bet on China and Chinese tech, with the belief that macroeconomic and geopolitical factors have driven these businesses to cheap levels, offering long-term turnaround potential.
“and he's adding substantially to the net ease position as well” — ▶ 8:40
Howard Marx has bought positions in NetEase, viewing it as an undervalued asset within China's tech sector. Despite past regulatory crackdowns and economic slowdowns, its current deeply discounted valuation and the Chinese government's shift to market-friendly policies present a value opportunity.
“Howard Marx of oak tree Capital not only boosted his stake in Alibaba but also bought positions in Pino Duo and net ease... these stocks are now trading at deeply discounted multiples compared to their historical valuations.” — ▶ 4:30
A named stock, a clear buy or sell stance, and real reasoning. Passing mentions and hype are filtered out.
Each channel counts once per stock, so a single loud voice can't skew the ranking.
We weigh how many creators agree, how convinced they are, and how recent each call is.
1 finance YouTubers analysed NetEase with qualified reasoning — consensus: Buy, average analysis quality 70/100. This is not financial advice; review the individual analyses and sources above.
Among the channels covering NetEase, 1 are buying and 0 are selling or avoiding — overall Buy.
Only qualified analyses count: a clear buy/sell stance on NetEase with real reasoning (valuation, fundamentals, a catalyst or a chart setup). Passing mentions are excluded.
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