Tags » China Investing

Top Tips for Foreign Investing

As the global economy seeks to expand, more investors are finding that their portfolios are becoming inevitably diversified from foreign markets. Products that reach consumers at a global level almost always involve an international supply chain that requires various investments in various foreign markets. 793 more words


Starbucks Confession, pt 2


Starbucks teaches us we don’t have to play Russian Roulette with coffee.

Instead of hit and miss, each cup is the same as the last, at least in theory. 717 more words


The Best Laid Plans of Mice & Men: YOKU Summary Thesis Update

A friend sent me an email about YOKU because he’d read my previous work, and I set out to respond quickly and concisely.  However long and about 1,200 words later, I realized I’d inadvertently (basically) summarized my outlook on YOKU in a kind of stream-of-consciousness style.  1,490 more words

A Chinese Reverse Merger "Fraud" CEO Speaks

Among the almost countless reasons investors should be wary of investing in taste of the moment or “hot” Chinese stocks, we may now have solid confirmation of a new one: a complete and utter lack of personal responsibility/accountability of/by those running these firms.  671 more words

Some Perspective on YOKU's Warner Brothers Deal

While something akin to Netflix is still a relatively new concept in China, I think we’re in serious need of taking a step back from today’s ridiculous reaction (judging by the stock rising 35% today) to… 497 more words

Project YOKU-zuna: Downgrading to Conviction Sell (Again)

Last week Goldman Sachs (Asia) LLC (YouKu.com’s lead cheerleader underwriter) upgraded YOKU to a buy with a $55 12-month target price.  I’ve read the report, and I think the GS analysts are even more bullish than some of the silliest blind China bulls I’ve encountered.  894 more words

Project YOKU-zuna: Failure to Execute

While his legacy is still being written, YouKu CEO Victor Koo has achieved success seen only by a very select group of revered business leaders, visionary CEOs with an ability to not just dream it, but do it.  1,097 more words