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kotika98

kotika98
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  • Tuesday's Conference Call: Qihoo's Web Game Revenue Grows Faster Than The Math [View article]
    dude, i think the answer to your riddle is obvious - ARPU is and has always been monthly in every industry i know. multiply 9$M by 70% and you get 6.5$M, then multiply that by 3 months and get the net revenue of 19.5$M for the quarter.
    Sep 13 11:41 AM | Likes Like |Link to Comment
  • Qihoo: Fake It 'Til You Make It [View article]
    Thanks for pointing this out. So i go to iResearch and look around. I find this list of top 10 websites for 2011: http://bit.ly/Lr0mH9
    QIHOO ? nowhere to be found!

    maybe here?
    Value Chain and Profit Model of Directory Websites
    http://bit.ly/KwBe5d
    ......dominant competitors in web directory market nowadays include hao123.com, hao.360.cn, 123.sogou.com and 2345.com etc.......

    aha, here it is:
    http://bit.ly/Lr0mHb
    Qihoo in the fourth spot! To paraphrase a chinese saying, it doesnt matter if you or i believe it, the suckers will believe it.
    Jun 4 09:35 AM | Likes Like |Link to Comment
  • Qihoo: Fake It 'Til You Make It [View article]
    It seems to me that QIHOO has absolutely no way to measure this "market share" or "active users" number. How would they do it? The only way to tell is ask some sites with big traffic to count - that would be Baidu. But qihoo probably thinks its own website is representative of all internet and probably counts its own traffic - no surprise then that its own browser leads the way. But is their portal the biggest in China? Sure, yes, if you believe their own numbers.
    Jun 3 11:43 PM | Likes Like |Link to Comment
  • China: Crashing Economic Data Creates Great Investment Opportunity [View article]
    The authors profile:
    "I am a trader and investor living in Chicago who majored in history and graduated law school in 2008. I take pride in not working at any company, practiced law, or had any formal business training whatsoever."
    He must have learned his spelling in law school.
    May 27 10:31 PM | 1 Like Like |Link to Comment
  • China: Crashing Economic Data Creates Great Investment Opportunity [View article]
    The authors profile:
    "I am a trader and investor living in Chicago who majored in history and graduated law school in 2008. I take pride in not working at any company, practiced law, or had any formal business training whatsoever."
    He must have learned spelling in law school.
    May 27 10:29 PM | 1 Like Like |Link to Comment
  • China: Crashing Economic Data Creates Great Investment Opportunity [View article]
    Besides bad grammar, there is also lots nonsensical content here.
    > "While the real estate and construction sector have remained weak in China for some time, new housing starts were positive the first two months of this year."
    So it is already turning around, right?
    or take the conclusion here:
    > With low stock prices and cheap capital ...
    cheap capital ? Is that as in "her capital was so cheap that she spread her legs for only 20$" ?
    May 27 10:25 PM | Likes Like |Link to Comment
  • The Media Has Confused Investors About The Problems At Chesapeake Energy [View article]
    dude, forget this cold winter thing, thats so 90's. With this shale gas being so close to the eastern cities, and new pipelines having been built straight to New york those days of natgas shortage in the middle of winter i think are over for ever, and if that story about global warming is true which i doubt but perhaps some truth to it then its even more so.
    May 27 09:52 AM | Likes Like |Link to Comment
  • The Media Has Confused Investors About The Problems At Chesapeake Energy [View article]
    i was wandering why there are dozens of posts and noone said this until now. If this is an oil company then it should be valued on proved reserves in barrels, not acreage. Acreage is for natgas, and that assumes wherever you drill you find gas 100% of the time, so that the risk is only in the price you will be able to charge. At the moment the price is in the doghouse, so these ridiculous 10-15 Billion$$$ valuations per basin are from three or four years ago when XTO was being sold - those days are long gone.
    May 27 09:47 AM | Likes Like |Link to Comment
  • China's Financial System: No Guarantees [View article]
    nobody likes to lose money, even in the magic central kingdom, but people seem willing to go along with any kind of fraud if there is plausible chance to make money: no contradiction here.
    Human nature is the same everywhere, for example the conman is a uniquely american invention, but this story bears many special chinese cultural characteristics. Also, americans say "Appearance is everything", but most of the time they mean if a deal or situation looks rotten then it probably really is. In china the same slogan means that so long as appearances are kept then everything goes.
    May 21 10:25 PM | Likes Like |Link to Comment
  • Why The Markets Celebrated The Disruptive Elections [View article]
    dude, Democracy and Republic are the same word in Greek, so this party can equally well be called New Republican party, this would help people to know this is a centre-right party by nature. Never mind its founder once famously said - "our ideology is radical libertarian" and when the interviewer asked for clarification, he added "if we knew what this means precisely it would not be worth it" or something like that.
    May 9 10:34 PM | Likes Like |Link to Comment
  • Intel: Wait For Pullback To The Low $20s [View article]
    if the first quarter earnings come in tepid, you will see maybe $24 within couple of weeks, but if it is so bad it slides to 21-22 then you should rethink whether you want to buy it or not.
    Apr 9 10:05 AM | 2 Likes Like |Link to Comment
  • Great Yields From Georgian Railway's 3 1/2 Year Yankee Bonds [View article]
    my folks happen to be from Georgia, so no need for me to check the atlas. you are right about Turkey being to the south, but afaik there is no train lines connecting the two countries. The lines going further south go into the tiny Armenia and from there to Iran. And i stand by the comment about it being between two seas.

    and what of the bond being short duration? Is this supposed to be some kind of comfort? knowing that they will have to refinance or burn sooner rather than later?
    Mar 6 09:24 AM | Likes Like |Link to Comment
  • Great Yields From Georgian Railway's 3 1/2 Year Yankee Bonds [View article]
    linking europe with asia, nice joke... It is located in between two seas, so not likely to build a bridge into europe or asia any time soon. To the north is Russia with which it is in the state of slow war and to the South, Iran.
    Mar 2 09:59 PM | Likes Like |Link to Comment
  • The Curious Greek Bond Price Chart [View article]
    greek bonds have never been transparently available on the secondary market for individual investors. good luck trying to get a quote.
    Jul 27 01:03 PM | 1 Like Like |Link to Comment
  • Jiayuan IPO Research [View article]
    this is no fake, unlike many other chinese small cap cos seen lately, but as an investment i'd pass.
    May 23 11:07 AM | Likes Like |Link to Comment
COMMENTS STATS
266 Comments
178 Likes