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Baidu, Inc. Message Board

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  • hmmm26 hmmm26 Nov 7, 2011 9:38 AM Flag

    BiduTrader: Did you Get Your Yoku? I Have an Idea

    BiduTrader: I was wrong about the earnings date. Instead of today, it's next week. In terms of trading, I'm just going to hold my Yoku until then, and we can talk about what to do w/ Yoku then.

    I'm starting to think maybe I should have more of a long position in the Chinese, user generated internet space anyway, so I spent this weekend comparing Yoku and Tudo.

    Since Bidu's 'settled down' to 50% projected year over year earnings/revenue growth, we can really 'only' expect 30% to 40% price growth per year moving forward. From a long term, buy-and-hold perspective, the next Bidu's not Bidu, and I'm thinking that proper decision making between Yoku and Tudo might land it.

    Anyway, sorry I was wrong about Yoku's earnings date.

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