agreed. QIHU's management is much stronger than Sohu's and even BIDU's.
In long term, QIHU is the clear winner over SOHU&SOGOU.
however, in short term, there is the coming debt ceiling issue, which could be as destructive as nuclear weapon in worst case scenario. And, it's out of control of any of investors. Small or big... even those big funds managing 500 billion, has no control over it.
Would anyone make huge position on QIHU in long side before the debt ceiling is resolved? I doubt so. I myself would not.
so, i am out, taking all my profits, 90% in cash...