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$73.45 0.05 (0.07%)
7/3/2008 1:00 PM

Sohu.com, Inc. (SOHU)

CAPS Rating:
****

A premier Internet media company providing millions of Chinese consumers with its daily source of information, entertainment and communication.

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Avatar FleaBagger (99.66) Submitted: 4/28/08 2:39 PM : Outperform Start Price: $70.78 SOHU Score: 13.62

My Chinese (Taiwanese) co-worker just explained to me that Sohu.com has everything that every Chinese person wants within two or three clicks of its front page. This is idiomatic of the Chinese language, in which each word is the size of one letter of an English word. So, for example, if Sohu did CAPS, this page would be all on one screen. Therefore, a link-based interface works better in Chinese than it does (or did) in English, where Yahoo! and MSN foundered while Google trounced them. Sohu is going to trounce Baidu (the Chinese Google) because nobody wants to search for things they can get within two clicks anyway, and if they did, they could use Sohu to search anyway.


Still, I expect a pullback from here. At least, I'm hoping for a pullback, because I do not yet have capital to invest. (Are you sensing a theme?)

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Avatar ajfabb (95.00) Submitted: 6/24/08 4:46 PM

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Cool, but where is the moat? What is the barrier to someone else doing the same thing?

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Avatar FleaBagger (99.66) Submitted: 6/27/08 2:53 PM

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Where was Google's moat when they were at 120? It was in their dominant brand and their second-nature user base.

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