FuboTV, A Sequel To The Roku Story

FuboTV Inc. (NYSE: FUBO), the recent IPO, is already popular among Bears and the doubts raised will remind you of the early years of Roku Inc. (NASDAQ: ROKU) given most doubts are based on ill-formed opinions about how the consumer streaming industry works, consumer trends, and growth investing in general. We looked at the name, liked it enough to own the stock, and included in our weekly list of top ideas for the week. Most doubts can be summed up as uncertainty that usually surrounds a developing story but a…

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HUYA and DouYu Combined Is More Than Just A Monopoly

HUYA Inc.’s (NYSE: HUYA) merger with DouYu International Holdings Limited (NASDAQ: DOYU) is the kind of aggressive strategic maneuvering that makes investors go for Chinese ADRs in the first place. The combination will create a live game streaming behemoth with dominant market share, almost monopolistic if I’m allowed to use that word, with a major strategic advantage over peers, leadership in technology, and better access to top streamers, right set of ingredients to ward off any emerging threats from the likes of Kuaishou. Financially, the combined company will have some…

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DouYu Has Achieved Critical Mass For Profitable Growth

DouYu International Holdings (Nasdaq: DOYU) is a live streaming service in China, like Twitch owned by Amazon (Nasdaq: AMZN) in the U.S., that has achieved critical mass needed for the stock to attract investor interest. The live streaming of e-sports and video games has been accepted as a mainstream form of entertainment in China. Two players, DouYu and Huya Inc. (Nasdaq: HUYA), dominate the market, second largest in the world, commanding close 60% market share combined with the industry growing at healthy double-digit rates. The Street continues to ignore these names…

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