Charles Zhang
Long/short equity, value, special situations, contrarian

Changyou's Platform Ambition; Apple's Inevitable Decline

Changyou (NASDAQ:CYOU) reported its Q3 earnings on October 28th and its stock has fallen 23% on concerns related to its margin guidance. Some analysts believed that Changyou's margin is weakening and its business must be bad. They got it wrong - lower margin is to fuel future growth. Changyou finished its five-year pl...

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