Added to YB: 2025-12-23
Pitch date: 2025-12-19
WB [neutral]
Weibo Corporation
+0.13%
current return
Author Info
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Company Info
Weibo Corporation, through its subsidiaries, operates as a social media platform for people to create, discover, and distribute content in the People’s Republic of China.
Market Cap
$2.5B
Pitch Price
$79.50
Price Target
16.00 (-80%)
Dividend
16.11%
EV/EBITDA
4.31
P/E
5.79
EV/Sales
1.37
Sector
Interactive Media and Services
Category
value
Weibo (WB) is the dog I can't sell
WB (update): Bought at $7.84, now $10.14 + $0.82 dividend. Trading 9x after-tax operating earnings, revenue/profits declining, mgmt not shareholder-friendly with SBC offsetting buybacks. But owns 26.57% of $10B INMYSHOW carried at $300M vs $2.7B value, creating $16/share net cash value. Can't sell yet despite operational decline.
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