Project YOKU-zuna Update: 10-Year Projected Income Statement
I’m still not done modeling YOKU‘s projected financial performance, but so-far I think I’ve done enough research to put together a preliminary (set of) income statement(s). The image below shows an...
View ArticleProject YOKU-zuna: The Good, The Bad, and The Very Ugly
As many of you know, I’ve spent the past two weeks analyzing “the Netflix/YouTube of China,” Youku.com. From the first second I looked at the Yahoo! Finance summary page for the stock, I was EXTREMELY...
View ArticleProject YOKU-zuna: Failure to Execute
While his legacy is still being written, YouKu CEO Victor Koo has achieved success seen only by a very select group of revered business leaders, visionary CEOs with an ability to not just dream it, but...
View ArticleAt Goldman Sachs, Chinese Tech Companies Apparently Have the Same Risk As...
I’ve been analyzing YouKu.com (YOKU) for the past three weeks, and as I said most recently, I can’t possibly see how the stock could be worth more than about $21/share, using what I think are pretty...
View ArticleSome Perspective on YOKU's Warner Brothers Deal
While something akin to Netflix is still a relatively new concept in China, I think we’re in serious need of taking a step back from today’s ridiculous reaction (judging by the stock rising 35% today)...
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