Transports In Focus  by James Sands

“Stock analysis and recommendations supported by a deep-dive into transports. ”

Youku Tudou: How A Positive View Turns Sour

YOKU

In May 2013 I purchased a position in Youku Tudou Inc. (YOKU) and wrote an upbeat article reviewing the company. I sold the position in December for a 49% gain. Selling Youku Tudou was not entirely a decision based on valuation, but more of a move to rebalance my portfolio as explained in my quar...

In May 2013 I purchased a position in Youku Tudou Inc. (YOKU) and wrote an upbeat article reviewing the company. I sold the position in December for a 49% gain. Selling Youku Tudou was not entirely a decision based on valuation, but more of a move to rebalance my portfolio as explained in my quar...

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