YY Stock Analysis Update Thanks To Your Research | Summary and Q&A

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April 15, 2021
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Value Investing with Sven Carlin, Ph.D.
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YY Stock Analysis Update Thanks To Your Research

TL;DR

YY, a live streaming platform, has mixed opinions regarding its legitimacy and potential. The company shows promising bullish indicators but also raises concerns over fraudulent practices.

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Key Insights

  • 🎯 YY has generated positive stock price targets and has the potential to be valued at a significant amount.
  • 🀨 Muddy Waters has raised concerns of fraud within YY, casting doubt on the company's legitimacy.
  • πŸ‡ΈπŸ‡¦ User feedback from Saudi Arabia and Indonesia provides mixed reports on YY's popularity.
  • 🀨 The content and viewership numbers in Italy and the US raise suspicions of manipulation and fabricated metrics.
  • πŸ‘¨β€πŸ’Ό The business model of YY involves reinvestment and revenue recognition practices that may inflate revenues.
  • 🀨 YY heavily invests in advertising to boost downloads and monthly average users, raising concerns about the sustainability of its profitability.
  • πŸ‘¨β€πŸ’Ό The significant cash position of YY is partially attributed to actions issues and financials, rather than solely business success.

Transcript

good day fellow investors last sunday we made a video about why why and there were some questions left unanswered that i wanted to get some feedback from you i thank you all for helping us doing this research and seeing whether yy is a scam or not the answer is somewhere in between there is something going on in saudi arabia indonesia europe u.s it... Read More

Questions & Answers

Q: What is the bullish thesis for investing in YY?

The bullish thesis for investing in YY includes positive stock price targets, a strong sum of parts valuation, and promising data on Google Play rankings.

Q: What is the bearish thesis against investing in YY?

The bearish thesis against investing in YY involves allegations of fraud by Muddy Waters, doubts about the authenticity of user metrics, and concerns about the business model's sustainability.

Q: Is YY popular in Saudi Arabia and Indonesia?

Feedback from Saudi Arabia suggests that YY is mainly promoted through advertisements. In Indonesia, there are mixed reports, with some users claiming significant usage while others question its popularity.

Q: Are the grossing numbers in Italy and the US reliable?

There are doubts about the reliability of grossing numbers, as the content and number of views appear questionable. It is suggested that the numbers may be fabricated or inflated.

Summary & Key Takeaways

  • Conflicting viewpoints surround the legitimacy of YY, with some analysts predicting a positive future while others accuse the company of fraud.

  • Positive indicators include strong stock price targets and potential for high valuation.

  • Negative aspects include allegations of fraud by Muddy Waters and concerns about fabricated user metrics.

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