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AUTHOR
DATE
SUBJECT
9
member
11/20/20 8:16PM
Re: Re: Author Exit Recommendation - YY
8
Hi Vincent,
I'm kind of at a loss. I read the report very carefully and it's all very techinical stuff that I can't really follow and can't tell if it's meaningful or not. There are a number... login to read the rest
Hi Tac,
Nice to know someone was reading and I'm not completely shouting into the void here.
1. How to separate the value of Bigo and YY is the crux of the whole situation. YY is a slow... login to read the rest
Appreciate you keeping us up to date on YY. I wonder how do you thing about the following items:
-Likee is a top 10 downloaded app (worldwide). They are spending a lot of money on marketing,... login to read the rest
Put more succintly, they're trying to change the perception of the company from a Chinese live streaming company to a global social media video company. If they can manage this there will surely be a
Not that anyone else is following this but they reported and generally beat expectation across the board. Nothing made me materially update my projections for the various fundamentals that I modelled in the write up. ... login to read the rest
I understand they made it a top pick in recent weeks but I don't have access. Perhaps this is why the stock has moved up from $55 to $62. If anyone would like to fill
Are you sure you want to close this position YY inc.?
By closing position, I’m notifying VIC Members that at today’s market price, I no longer am recommending this position.
Flag YY inc. for Removal
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