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Strategies & Market Trends : Value Investing
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To: Graham Osborn who wrote (61042)7/15/2018 9:09:32 PM
From: Paul Senior  Read Replies (2) of 78958
 
Chinese live streaming. If you're looking to pick a best stock among the three, YY, MOMO, WB, I don't see how it can be done without some special expertise in that business and market. (Although maybe YY safest with presumably 1/3 of market cap in cash.)

Since to me these companies' metrics all look good, I'll go for a package. In MOMO since last year with adds last month @$53 level. Although stock has fallen back, my intent is to continue to hold. I started YY recently. Have not got around to WB. - Instead, I am looking at and acquiring other Chinese stocks with also apparently good metrics.
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