Weibo Corporation (WB): A Bull Case Theory
We came across a bullish thesis on Weibo Corporation on nVariant Capital Fund’s Substack. In this article, we will summarize the bulls’ thesis on WB.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 75,327,000 | $75,355,533 | +26% | 0.9% | |
| 2. | 35,000,000 | $35,045,500 | +28% | 0.01% | |
| 3. | Saba Capital Boaz Weinstein | 3,107,526 | $22,560,639 | +28% | 0.58% |
| 4. | D E Shaw D. E. Shaw | 644,960 | $4,682,410 | +2% | 0% |
| 5. | Long Corridor Asset Management James Xinjun Tu | 500,000 | $3,630,000 | -6% | 1.1% |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,000,000 | $65,340,000 | 12.83% | |
| 2. | Cnh Partners LlcBOND | 37,706,000 | $37,908,813 | 0.54% |
| 3. | 32,000,000 | $32,012,800 | 0.26% | |
| 4. | 3,522,391 | $25,572,559 | 0.91% | |
| 5. | Nuveen, LlcBOND | 23,000,000 | $23,008,712 | 0.01% |