yadayada Posted April 25, 2014 Share Posted April 25, 2014 From the Alibaba thread, i think this deserves its own discussion. A few ideas: Go long SINA (they have alot of cash, stake in alibaba, chinese youtube, but most importantly a 56% stake in chinese twitter). Go short Weibo (the chinese twitter). Youku Toudu, the Chinese youtube, is valued at 5 billion $ now. They are still losing money. I saw a comment in the alibaba thread saying that our youtube makes around 3-4 billion$ a year in net income. Given that the China market is much larger, 5 billion$ seems extremly cheap now? Sohu sum of the parts. Havent looked into this. And obviously trying to own Alibaba directly or indirectly through softbank (but lets keep that discussion in the alibaba thread). Would love to hear some feedback from people who know more about social media stocks and who might have an educated opinion about our twitter for example. Our twitter still loses a lot of money and is valued at 26 billion$, Their twitter is valued at like 4.5 billion$ and already made a profit last quarter. It seems like these stocks could have lot's of potential to do v well in the future at current valuations, but I have to start reading I guess. It seems like there are culture differences here that can cause subtle (but over time large) difference compared to their western counterparts. Link to comment Share on other sites More sharing options...
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