NetEase, Inc. (NTES): A Global Gaming Powerhouse Trading at a Discount

from The Gemini Brief - Investment Deep Dives · host Lukasz Tomicki and LRT Capital Management LLC

I. Executive Summary & Investment Thesis NetEase represents a compelling investment opportunity, offering exposure to the resilient and growing global gaming market through a best-in-class operator with a deep competitive moat in content creation. The company is currently trading at a significant discount to its intrinsic value and global peers, a dislocation we believe is […]

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This episode was published on March 16, 2026.

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