• Paulo Santos
    For growth that beats AMZN on all counts and trades at a multiple 100x smaller, check CYOU.
    8/6/12
    Reply (20)
    • mdesilvio: Crickie! http://on.mktw.net/Q30Jbb
      8/6/12
    • mdesilvio: if only AMZN would "behave"
      8/6/12
    • Paulo Santos: It will, in time. I just submitted an article, AMZN is a full 65 times more expensive than CYOU on a P/E basis going into these earnings.
      8/6/12
    • TruffelPig: I think you would have to compare AMZN with DANG or MELI to be fair - CYOU is in the gaming industry
      8/6/12
    • TruffelPig: But CYOU was a great pick by you!
      8/6/12
    • Paulo Santos: Truffel, yes, different industries. But that's what valuation measures are for, too ... to compare different businesses on the same ground.
      8/6/12
    • Paulo Santos: ... of how much money they make. Which is the reason for businesses to exist.
      8/6/12
    • TruffelPig: Fair enough Paulo. You have a point.
      8/6/12
    • 458402: I never buy into Chinese companies...you never know when there fraudulent activities will get exposed
      8/6/12
    • Paulo Santos: 458402, if you look at my article on CYOU, that was precisely one of the angles. One needs to be VERY careful as there are many frauds.
      8/6/12
    • Paulo Santos: But thing is, not all are frauds, and there being many frauds brought most Chinese stocks to levels that discount frauds all over.
      8/6/12
    • 458402: that is true but I have burnt before so I now discriminate against them all lol...congrats on the good trade!
      8/6/12
    • Paulo Santos: Still, it's important to know that the best opportunities will appear in these situations...
      8/6/12
    • Paulo Santos: ... a large fear of everything being a fraud, a large fear of everything being bankrupt (Europe), etc.
      8/6/12
    • TruffelPig: Paulo, I went long CYOU at 22. Better late than never.
      8/6/12
    • Paulo Santos: As long as you have some short hedge as well, because the market is a bit overheated and might turn here.
      8/6/12
    • Paulo Santos: I mean the entire market, tech.
      8/6/12
    • TruffelPig: I think long term. If market turns I get more shares for the dividend.
      8/6/12
    • cn_habs: Why is the yield so high?
      8/9/12
    • Paulo Santos: Because of a special dividend, it's not recurring.
      8/9/12