Emily Flippen
π€ PersonAppearances Over Time
Podcast Appearances
So on a price-to-earnings basis, the business is trading at a PE ratio of five times.
So quite literally, price like the company is going to disappear in the next decade.
Is that possible?
Of course, it's possible.
I think this does not pass David Gardner's snap test.
I think if you snap your fingers, it's entirely possible we can replace Weibo with a medley collection of other social media platforms.
But with oodles of cash flow, hundreds of millions of dollars of super low CapEx and reinvestment expenses, I think if they can just figure out how to better monetize users that exist on their platform, this could be an underappreciated opportunity.
Yes, Jason, thank you so much for coming in and playing host and allowing me to, I guess, entertain you both with four Chinese companies that reported earnings this morning, yes, but also are opportunities that I think are sometimes going underappreciated or missed by opportunities.
Jason, thank you for playing host.
And Toby, thank you for playing the bear to my bull for these opportunities.
And listeners, thank you all so much for joining Motley Fool Money today.
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For Jason Hall, Toby Bordelon, and the entire Motley Fool Money team, I'm Emily Flippen.
We'll see you tomorrow.
For so many investors, it probably feels like reality is catching up to the market because there's been this difference between how investors and consumers have been feeling versus what the market has been experiencing.