A Comment on Autohome

A Comment on Autohome

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[ATHM] Autohome Inc

Autohome: Prospects for Capital Allocation

On how Autohome captures the automobile ownership lifecycle, its big cash position, the capital required for operations, the prospects for future returns on that capital and growth reinvestment, the prospects for returns to shareholders, and how I would value the company.

[MOMO] Hello Group Inc

Momo Inc: The Story Beyond Live Streaming

On Momo’s two-bet social connectivity, its transformation to a dominant online dating player, how live streaming might hit a wall, the value-added potential of integrating core Momo and Tantan, the moat, and how I would value the company.

[SINA] Sina

SINA Corp: A Market Mis-Calculation

On SINA’s conglomerate history, its dependence on Weibo, the moat, the microcosm of Chinese society, and how I would value the company.

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