BIDU: Advertising Headwinds Mount. Guidance Cut.
We recently reduced our numbers for BIDU on concerns about the impact of a recent issue with a military hospital on advertising. New regulations...
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Generation Hashtag as an Investment Theme
Forget everything you learned about Millennials....Millennials were ‘digital’ as defined by the discrete electronic tasks they performed on...
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Baidu Faces Headwinds from Regulatory Issues and Taxation
We have had (and continue to have) a preference for Tencent Holdings Ltd (Tencent) over Baidu Inc Spon Adr (BIDU). The main reason has been the...
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Softbank: Moar Capital Moves!
The morning of June 1st saw the announcement by Softbank Group it would sell a minimum of $7.9bn of stock in Alibaba Group Holding Ltd through a...
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Internet of Things in Agriculture
A few months ago, I wrote a piece titled "Investing in the Internet of Things" and I made a case for the bright future of IoT and its myriad...
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