Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.
What: Shares of Chinese online gaming specialist Changyou.com
So what: The only partly spun-off gaming arm of Rule Breaker Sohu.com
Now what: Changyou shares have gained some 130% since hitting the IPO trail a little more than two years ago, so it's understandable if investors are skittish over results. Increasing competition from Baidu.com
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