Always Incredulous
Long/short equity, value, special situations

You On Demand: The Netflix Of China

Typically, I shy away from being long any "China" play. Most names are frauds and/or have very shady accounting, assets, opportunities, etc. When I was introduced to this name, 1.5 years ago, my initial reaction was precisely to not waste my time.

Fortunately, the introducing broker kept my ear by saying this: "This is not a Chinese firm doing business in China, while listing in the US. This is an American company, taking American knowledge and understanding to China, and is trading on NASDAQ."

This immediately piqued my interest, and the following analysis is why I chose to get involved.


You On Demand (NASDAQ: YOD) is the only company to have been granted a national Pay-per-view (PPV) and Video-on-demand...

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