← Back to dashboard
Share
029%
r/valueinvesting
You cannot compete on a standard profitability logic against an adversary that is willing to lose money indefinitely to capture the territory
Investor summaryBullish
Author argues US can't outcompete China's subsidized tech ambitions, so they buy TotalEnergies as a safe, value-oriented hedge.
Bull points
- TotalEnergies offers a safe-haven value play managed by disciplined French elites.
Bear points
- US companies cannot compete on standard profitability logic against China's willingness to lose money indefinitely for market share.
Post body
China plays to capture territory, with unwavering will to disrupt technological hegemony. They don't need to win in AI, it is enough that US won't as well.
China is in the state of multicentural imperial revanchism. Exerting influence through sheer industrial might. Capturing this resemblance to USSR post war world 2, unstoppable red machine driven with growing national pride and wealth.
That's why I am buying shares of TotalEnergies. Management is french elite with all the strength of the stereotype.
Discussion · top comments
No comment snapshot fetched for this post yet.