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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Graham Osborn who wrote (61028)	7/13/2018 7:07:25 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78753

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.

To: Graham Osborn who wrote (61028)	7/14/2018 2:36:54 AM
From: Paul Senior	Respond to of 78753

re, your two questions. I will have a different view. Do I like the product? If yes, then I also will be predisposed to like the business and the stock. Even more so, if I'm a buyer/user of the company's product(s). If I don't like the product or don't understand what the product is, that is often of little consequence in my decision whether to buy or hold. (Except if my wife finds out and intervenes with strong negative opinions about company or product. lol.) "you can learn a lot about the top man/ woman by listening to them answer questions for half an hour." I do believe you can learn about the top person's opinion - maybe real/unstated opinion - about the current state of the business or its prospects from listening/interpreting body language, tone, etc. But I've found it a mistake to presume to conclude about anybody that "this is a guy I trust" from listening to somebody with an agenda answering questions for just a few minutes. Added to it, these top guys are almost all good salespeople.