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

To: Graham Osborn who wrote (61042)	7/15/2018 5:56:16 PM
From: Graham Osborn	Respond to of 78957

And speaking of dating apps - it looks like MEET has just acquired a dating app in Germany: businesswire.com I've been debating this a lot recently. It seems to me like dating apps do benefit from a network effect, in which case the majors (Facebook and Tencent) would seem likely to win out. On the other hand, the space is still very fragmented.

To: Graham Osborn who wrote (61042)	7/15/2018 9:09:32 PM
From: Paul Senior	Read Replies (2) \| Respond to of 78957

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.