Here is a quick recap of trades that we initiated, closed, or debated in the week that was June 1st to June 5th:
Continue readingChinese Internet
Earlier I wrote of the weak relative performance of some of the “Chortals” Chinese Web 1.0 stocks like SINA & SOHU, down 50% and 30% respectively on the year. There is little doubt that Alibaba’s …
Continue readingI can honestly tell you that I have never said these three words in succession before in my entire life: Tractor Supply Company. But I just did, from the floor, after falling off of my …
Continue readingLinkedIn LNKD is trading up big on its IPO. Is this our RenRen? RENN IPO’ed on Nasdaq on May 4th, soon after the rest of the Chinese Internet space got hit pretty hard. We’ll have …
Continue readingNTES (45.95) a Chinese online game provider, who recently announced that they have 360 million registered email users, reports earnings tonight after the close.
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