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Guess who went to China to kick some tires.. - Printable Version

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Guess who went to China to kick some tires.. - admin - 06-19-2013

Disclosure: I am long NQ. (More...)

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I recently traveled to China for seven days of meetings (May 31, 2013 - June 6, 2013). I met with several of NQ Mobile's (NQ) ex-employees, several members of NQ management (in multi-hour one-on-one meetings), Feiliu management, NationSky management, Yidatong (a payment service provider NQ uses), SinoMR and Qihoo (QIHU). The meetings with NQ's ex-employees were arranged directly by me (without the knowledge, permission or the assistance of NQ). I found these ex-employees via LinkedIn and contacted them directly. I find valuable information often comes from recent ex-employees of a company, especially if they are disgruntled. I went into all of these meetings looking for the truth, whether it was positive or negative. I asked direct questions, pushed back on incomplete responses, and gave my unfiltered feedback. When necessary, I used an interpreter to ensure there were no misunderstandings. Here's what I found…. [Read on here]