The Role of Playbook Interest in IPO Performance

Jeff Yang: I think it kind of speaks to the broad problem we've been talking about for a long time, and that is that stocks are under understood. Yeah, and that's where I think the value gets unlocked with some of these spin-offs clearly. He says look no further than GE, also as a company that really has benefited from this whole thing.Yang: And if you believe that you can do that in China with one company, I think Tencent's a better story.