NetEase: The Chinese Stock In The Right Industry At The Right Price

Core Insights - The articles emphasize the importance of maintaining a public track record of successful investment ideas and encourage discussions among readers [1][2] - The author has a director-level position in Accounting/Finance and has been investing for five years, achieving a cumulative return of +20% CAGR with a focus on low-risk investments [1] - The investment strategy involves generating alpha through a limited number of well-researched ideas, highlighting the significance of discipline and patience in investing [1] Company and Industry Summary - The author expresses a beneficial long position in NTES shares, indicating a personal investment interest in the company [3] - The articles clarify that no financial advice is provided, and the views expressed may not reflect those of Seeking Alpha as a whole, emphasizing the independent nature of the analysis [4]