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Sogou Should Bottom Out Here

April 18th, 2019 · Comments Off on Sogou Should Bottom Out Here

Rising traffic acquisition costs and macro headwinds have led to stagnation. But given that half the market cap is in cash and short-term investments, the shares are not expensive. Underneath, there are slow improvements, driven by AI and a rise in organic traffic and less aggressive traffic acquisition. Source: Sogou Should Bottom Out Here – […]

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Tags: SOGO

Softness In Sogou Offers A Buying Opportunity

August 4th, 2018 · Comments Off on Softness In Sogou Offers A Buying Opportunity

Sogou is rightly focusing on building core competencies (AI algorithms, most notably in speech and translation) and leveraging these. It also has a smart strategy for differentiating its search engine. We think the share price declines, most of them on some temporary factors, produce a buying opportunity. Source: Softness In Sogou Offers A Buying Opportunity […]

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Tags: SOGO

Sogou: A Fast-Growing Search Company With Option Value

June 18th, 2018 · Comments Off on Sogou: A Fast-Growing Search Company With Option Value

Sogou is a lesser tier search company in China, but its market share is growing and it has hooked up with giant Tencent for exclusive use in WeChat. While a part of that is still in evaluation phase, and there are no current plans of monetizing this, it’s nevertheless a significant development. Management hasn’t really […]

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Tags: SOGO