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Article
K12's Troubles Mounting in the U.S.
The online education provider has run into a stream of lawsuits and negative media reports about its practices.
12:48PM 02/27/12
Article
Ad activity on its Web site indicates a problem with revenue numbers, adding to doubts swirling around the company.
10:16AM 02/03/12
Article
AMZN's Miss Makes DangDang an Easy Short
The Chinese ecommerce site is not nearly as well-positioned as Amazon.
07:48AM 02/01/12
Article
Will Facebook Frenzy Fizzle for China Internet Stocks?
It remains to be seen whether these stocks are now momentum plays to be chased higher, or overbought plays to be shorted lower.
09:44AM 01/30/12
Article
A Dose of Reality Needed for China Fever
DANG and others don't warrant skyrocketing share prices.
08:15AM 01/23/12
Article
Jiayuan.com Flirting With Disaster
Fundamentals, plus negative sentiment toward Chinese Internet stocks, make this dating site an attractive short play.
07:49AM 01/06/12
Article
China Internet Stock Picks for 2012
The easiest way to grasp the valuations in the Chinese Internet space is to focus on market caps.
09:26AM 12/16/11
Article
A number of issues at Qihoo 360 are cause for significant concern.
11:46AM 12/15/11
Article
What to Keep as China's Net Bubble Bursts
Like the U.S. Internet bubble, many of China's bright Internet stars are going to burn out quickly. But a few are solid investments.
07:59AM 11/04/11
Article
My Case for Going Short on China's Lihua
Despite a solid analyst's report on the company, Lihua doesn't pass the common-sense test.
10:29AM 08/29/11