June 2, 2015 by Dan • Commentary

On two occasions over the last 5 weeks I have written about Chinese etailer JD.com (JD), here and here. Initially what caught my eye was the stock’s recent and fairly dramatic out-performance compared to Alibaba (BABA), …

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May 21, 2015 by Dan • Commentary

Shares of Chinese online video platform Youku Todou (YOKU), think combo of YouTube and Hulu, who Alibaba (BABA) has a 25% stake in are surging 13% today on better than expected earnings and forward guidance.  The stock …

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September 4, 2014 by Dan • Commentary

Bubble talk was sooooo Spring 2014.  Remember when it felt like the sky was falling in social media, Chinese internet, cloud, web security and 3D stocks?? Well, rest assured many stocks and sectors have found their way back to …

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