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Just seen this quote by Bill Miller on simplicity:

“For every company, there are a few key investment variables. The rest of the stuff is noise.”

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Tencent is turning things around at $HUYA. In the most recent earnings report, $HUYA stated that the game distribution business is picking up, growing 137% year-over-year and 30% quarter-over-quarter.

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有趣的思路但并不重要

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