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« Eloge de la Discrétion et de l'Efficacité ! | Main | Steve Jobs, Automne 1983 ! »

September 29, 2018

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Bonjour Michel,

Merci pour ce suivi.
Que penses tu de Tencent justement? J’ai l’impression qu’ils font des investissements massifs sans stratégie de fond.

Bonjour Gwen,

Ils investissent en effet massivement, on les appelle le Softbank chinois...

Je ne peux pas juger s'il y a ou pas une stratégie de fond, mais je pense que certains investissement paieront bien...

Bonjour, vous ne parlez jamais de valeurs de croissance comme zalando etc. Why?

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