Seeking Alpha

Xuhua Zhou

View as an RSS Feed
View Xuhua Zhou's Comments BY TICKER:
Latest comments  |  Highest rated
  • YY: Do You Know What You Own? [View article]
    TSLA is not a fraud...
    Aug 1 11:54 AM | 9 Likes Like |Link to Comment
  • Uni-Pixel: A Picture Is Worth A Thousand Words [View article]
    I could not believe you guys are still defending this company at this point...
    May 31 09:55 AM | 9 Likes Like |Link to Comment
  • Sphere 3D: Investors Falling For The Same Old Tricks, Fair Value Is Zero [View article]
    I'm happily short this stock at this level and can't wait for you to list it on nasdaq so i get better liquidity and can build a bigger short position. I don't think you can afford to pay me enough to write articles...

    One more thing, just because the stock had gone up a lot and there are shorts in the stock doesn't make this any less of an appealing short to me. Instead of challenging the shortsellers, why don't you try to address any of the red flags raised in the article? If you are a happy shareholder knowing all of the above, you got a problem because you are either in on it or you should not be investing. That's all I'm saying...
    Apr 14 12:05 PM | 6 Likes Like |Link to Comment
  • Angie's List: Flawed Accounting Leads To Overstated Profitability In Mature Cohorts [View article]
    I think Angie's management knows well it's expense allocation is flawed but it touted anyways to the mutual fund managers. The model is only as good as your assumptions and most of the time, people forget checking the assumptions.
    Jul 18 01:37 PM | 5 Likes Like |Link to Comment
  • YY: Do You Know What You Own? [View article]
    That is utter nonsense. Why doesn't QIHU spend any money on marketing if they can just rely on family and friends' word of mouth. What about 9158, which runs the exact same business?

    It is not TRUE that YY requires a cell phone number to register an account when one can purchase 300+ YY accounts for 1RMB.

    It is funny you guys promote YY as the next tencent when there's absolutely not basis that its platform provides any meaningful traction..Retail investors who lack understanding of the Chinese sector should stay clear of names like this to avoid another episode of RTO debacle in 2011.
    Aug 1 05:02 PM | 4 Likes Like |Link to Comment
  • YY: Do You Know What You Own? [View article]
    As expected, YY posts a blow-out quarter. Question is, are the numbers reliable...How could a platform that is losing traction report record revenue and profit growth quarter after quarter..
    Aug 1 04:32 PM | 4 Likes Like |Link to Comment
  • Joy Global: When Will We See The $1 Billion Write-Down? [View article]
    GreensKeeper, thanks for the praise. I agree with you on the fundamental front. I'm not pitching the JOY short as an investment, I'm pitching it as a trade. I think you would agree that JOY will take a sizable hit when a significant goodwill impairment is recorded. The management loses considerable credibility after not discovering a fraud a year post its acquisition. I think the stock will trade to the mid 50s. The reason I don't think the stock is off more probably relates to the quality of articles published on SA in general, like the other SA article on JOY this morning. No mutual fund manager who owns joy would come to SA looking for investment advice, nonetheless, I think you will see impact in the market as information propagates.
    Jan 23 09:59 AM | 4 Likes Like |Link to Comment
  • YY: Do You Know What You Own? [View article]
    shorted more after earnings..I was hoping somebody would ask some tough questions on the call. Unfortunately no analyst is asking any question that's actually important..
    Aug 1 10:11 PM | 3 Likes Like |Link to Comment
  • YY: Do You Know What You Own? [View article]
    Yeh I share your concerns being short the stock. But a fraud is a fraud. UNXL is a perfect example...I'm somewhat hopeful that this stock won't double from here because the substantial market capitalization it already commands. But time will tell of course.
    Aug 1 09:29 PM | 3 Likes Like |Link to Comment
  • YY: Do You Know What You Own? [View article]
    Are you telling me that Weibo, Renren all of those companies have no networking effect except for YY? Is that a joke of some sort? Marketing as a percentage of Rev is way higher at all those firms except for YY..That speaks to me that the revenue number's got problem...The company's reported financials scream fraud.
    Aug 1 08:26 PM | 3 Likes Like |Link to Comment
  • YY: Do You Know What You Own? [View article]
    Oh I go there everyday. The stupidity of this business is mind boggling.
    Aug 1 05:03 PM | 3 Likes Like |Link to Comment
  • YY: Do You Know What You Own? [View article]
    I have in fact tried its products and forced myself on the platform for an extended period of time. People in general should go check out the platform and make their own conclusions. I don't deny the platform holds appeals to a very specific niche group but it is not a mainstream social media like Weibo. Yet the valuation on this thing is incredibly rich for a much lower tier platform despite all the issues I presented in the article.

    I like the fact you acknowledge they use Tuo in their business. Where is the disclosure to investors. How are they accounting for the revenue that is generated by Tuo rather than legitimate good faith arm-length customers? Are they commingled? If so, they have a serious issue in terms of revenue recognition that constitutes fraud.
    Aug 1 04:35 PM | 3 Likes Like |Link to Comment
  • Ampio Pharmaceuticals: 50 Shades Of Grey - Secondary On The Way [View article]
    I don't get the response of the management. It did not address many issues raised in the article and instead went straight for the author of an article written two years ago. Among the issues with their drug pipeline. Zertane is show to be inferior to Tramadol HCI and Optina's phase II has zero bearing on the primary end point in phase III...The Company appears to be a house of cards that is waiting to collapse...

    Zertane appears to be a joke. If you read the paper published by Bar-Or in 2011 and compared the results to a paper published in 2007.

    Bar-Or's study of tramadol ODT end results :

    Results and limitations: Tramadol ODT resulted in significant increases in median IELT
    compared with placebo; increases were 0.6 min (1.6 fold), 1.2 min (2.4 fold), and 1.5 min
    (2.5 fold) for placebo, 62 mg tramadol ODT, and 89 mg tramadol ODT, respectively
    (p < 0.001 for all comparisons). Men saw significantly greater improvement in all four
    measures of the PEP in both doses compared with placebo (p < 0.05 for all comparisons).
    Tramadol ODT was well tolerated; study discontinuation occurred in 0%, 1.0%, and 1.6%
    of subjects in placebo, 62 mg, and 89 mg tramadol ODT groups, respectively. Limitations
    include study inclusion for men with IELT up to 120 s.

    07 study use tramadol HCI:

    Results. The baseline (mean ± SD) IELT for patients before treatment was 1.17 ± 0.39 minutes. At the end of the
    treatment period utilizing the active drug, the mean IELT was increased significantly in patients on Tramadol
    treatment to 7.37 ± 2.53 minutes. The same patients on placebo medication had mean IELT of only
    2.01 ± 0.71 minutes. Patients uniformly reported satisfaction with their resulting control over ejaculation.

    So let me get this straight, the generic tramadol provide results 3x better than the ODT and they are trying to get that drug approved??

    A specific discussion section on Bar-Or's paper:

    Salem et al. previously examined the safety and efficacy
    of the same active ingredient present in tramadol ODT
    (tramadol HCl) for the treatment of PE [7]. Their AE rate in
    patients taking the study drug (13%) was similar to our
    study (12–16%). The authors examined the efficacy of the
    study drug by comparing mean changes in mean IELT by
    treatment group. It is well known that IELT is highly
    positively skewed and the mean IELT is an inappropriate
    estimator of effect size; we repeated their analyses for
    comparison purposes only. Salem and colleagues reported a
    mean end point IELT of 7.4 min with 25 mg tramadol HCl;
    these findings are disparate from ours (3.8 min for 62 mg
    tramadol ODT and 3.9 min for 89 mg tramadol ODT).

    To investigate the correlation between increased retinal thickness (RT) measured with spectral domain high-definition optical coherence tomography (OCT) (Cirrus HD-OCT (Carl Zeiss Meditec, Dublin, California, USA)) and best-corrected visual acuity (BCVA) in eyes with clinically significant macular oedema (CSME) and type 2 diabetes.
    Seventy eyes with CSME were included in this observational study. Sixty-two eyes were considered for analysis and were classified as having/not having retinal thickening in the central fovea (central 500-microm-diameter circle) by Cirrus HD-OCT. RT measurements were computed and correlated with BCVA. For comparison purposes, the Stratus OCT (Carl Zeiss Meditec, Dublin, California, USA) central point thickness was also obtained in these eyes.
    In the 19 eyes with CMSE identified by Cirrus HD-OCT without increased RT in the central fovea (500-microm-diameter circle), no correlation was found between RT and BCVA (R=0.062; 95% CI -0.404 to 0.502). In the 43 eyes where the Cirrus HD-OCT identified an increased RT in the central fovea (central 500-microm-diameter circle), only a moderate correlation between RT and BCVA was found (R=-0.459; 95% CI -0.667 to -0.184).
    Correlations between RT and BCVA in CSME are only present when the central 500-microm-diameter circle is involved. However, even in this circumstance, a correlation was found in only 48.8% of the cases. RT cannot, therefore, be used as a surrogate outcome for visual acuity changes.
    Jun 7 01:05 PM | 3 Likes Like |Link to Comment
  • Uni-Pixel: A Picture Is Worth A Thousand Words [View article]
    You keep on saying my article has been proven false. How so? If anything, the Company's announcement in delaying products on shelf proves my point that they do not, have never had, a viable technology. The Company is a serial partnership signer..unfortunately signing partnership is not a business.
    Jun 2 12:44 AM | 3 Likes Like |Link to Comment
  • Uni-Pixel: Bright Future Promised By Clouding The Gruesome Reality For The Less Informed [View article]
    I'd like to highlight that the Nanomarkets projection was published September 2012. And all your premise is based on a functioning technology; I have listed a number of reasons, on a scientific ground, it doesn't even have a functioning technology. It's one thing to make a prototype with coppery color..its another thing to roll to roll manufacture lots of them in an efficient way. And this will be my last response to you mr.hofmann.
    Jan 10 01:26 PM | 3 Likes Like |Link to Comment