o**o
发帖数: 3964 | 1 Current SINA price factored in negative value of non-weibo business. One way
to monetize this is to long SINA and short WB to create a WB-neutral
position, then wait for fundamentals.
A rough estimate of current hedge ratio is 0.7, so sell short $7 of WB for
every $10 of SINA... |
r*m
发帖数: 16380 | 2 你这个策略对大资金来说可以
对青蛙而言，还不够折腾的
不如闭着眼睛买点SINA放几个月 |
D********6
发帖数: 21 | 3 Theoretically it works.. But practically people always prefer the new born
Current SINA price factored in negative value of non-weibo business. One way
to monetize........
【在 o**o 的大作中提到】
: Current SINA price factored in negative value of non-weibo business. One way
: to monetize this is to long SINA and short WB to create a WB-neutral
: position, then wait for fundamentals.
: A rough estimate of current hedge ratio is 0.7, so sell short $7 of WB for
: every $10 of SINA...
|
o**o
发帖数: 3964 | 4 Temporary bias toward newborn actually helps recover more from the mother.
Since the strategy is partially funded by short sell WB, a high initial
price reduces the cost to set it up.
Personally I feel not comfortable net long WB, which is a losing platform
and the main reason SINA almost halved.
way
【在 D********6 的大作中提到】
: Theoretically it works.. But practically people always prefer the new born
:
: Current SINA price factored in negative value of non-weibo business. One way
: to monetize........
|
