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Sina’s Bear Case Scenario: Will China Blow Up. $SINA

500 million registered users for Weibo. Where is the future growth?

Monetization of Weibo requires massive marketing funds with diminishing rates of return not to mention execution risk.

WeChat popularity is on the rise. It will constrain revenues and monetization for Weibo. Did they miss the boat.

George Gutowski writes from a caveat emptor perspective.

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