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Strategies & Market Trends : Value Investing
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To: Graham Osborn who wrote (61028)7/13/2018 7:07:25 PM
From: Spekulatius  Read Replies (1) of 78920
 
re YY - we are aware of the VIE structure and the fact that it’s Chinese, I can only manage this via a moderate position size.

I got to YY via the VIC pitch and some additional research:
valueinvestorsclub.com

It’s kind of a chinese version of YouTube, but with most user generated content and using a token system to sponsor content. They also own a stake in Huya, which is an e-sports platform. The US version of this would be Twitch. Maybe too risky for some, but I think this has potential.
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