SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?


To: Graham Osborn who wrote (55635)7/8/2015 12:44:35 AM
From: MNTNH  Read Replies (1) | Respond to of 78655
 
@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.