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Strategies & Market Trends : Value Investing

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To: Graham Osborn who wrote (55635)	7/8/2015 12:44:35 AM
From: MNTNH	Read Replies (1) of 78652

@Graham - QIHU Personally, arbs have not really interest me due to risk both ways. They tend to carry more risk than initially expected. For QIHU, I wont look at it as their accounting is a black hole. Im not sure, ive a friend who told me about JD.com. Its not a search engine but more like online retailer in China. The Tiger funds hold it (not that im saying they are any good). Prices came down a fair bit. Alternatively can take a look at YHOO?. Dan Loeb exited as he was kind of early but now that YHOO is willing to spinoff it stake in Alibaba, may warrant a look.

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