- Alibaba's investment in Chinese online video leader Youku could lead Baidu or another firm to take a look at You On Demand (YOD +8.1%), thinks Chardan Capital. The firm adds You's paid subscription model and Hollywood movie library make it an appealing target.
- Needless to say, You and Youku and are very different companies. Youku had 2013 revenue of $500.3M (largely from ad revenue), and sports a $4.1B market cap. You had 2013 revenue of $309K, and has a $47M market cap.
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