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我是呆会计，再怎么爆发，我不太明白40亿现金及等价物，5亿短期投资，10亿长期投资，能产生自由现金流(BIGO)的资产，为什么卖24亿的市值...就算扣除23亿的Accrued Laibilties假设百度的交易后半部黄了，32亿的可清算现金等价物叠加一个可以自己造血的高速成长的BIGO，为什么卖24亿的市值（还有6.7%的股息率），管理层也大概率不会来坑小股东。
至于后面的交易进行得怎么样，至少公司一季报就说得很清楚了：As a result of the definitive agreements entered into with Baidu on the sale of YY Live, assets and liabilities to be disposed of in connection with this transaction were classified as held for sale as of December 31, 2020. The transaction was substantially completed on February 8, 2021, with certain customary matters remaining to be completed in the near future. As a result, JOYY has ceased consolidation of YY Live business since February 8, 2021 and classified all the related assets and liabilities subject to disposal and presented them on a net basis within prepayments and other current assets. The considerations received by the Company so far were recorded as advance payments received.
这是我第三次入YY了，17年和20年吃了两个大波段。ShenM和RuiTT的铁杆粉，从MC喊麦开始关注的平台忠粉，欲望共和国的观众，看看这次会不会闷死在里面吧......
我也关注过很多新拉进来的主播，大部分不会留存下来，留存率比抖音快手差太远了，而且，在appstore和playstore上的评分也比tiktok低得多，尤其很多充钱失败、钱被坑的评论很多，口碑不算好，但是，孤独人群的视频社交需求，带S的表演需求，线上夜总会，这是有很强盈利前景的，搞这个算是YY的老本行，驾轻就熟，最近两个季度已经接近盈利了，接下来我相信会越来越好……