@KfirCapital@RealSimpleAriel@Ollie_AllCaps Just added you both, didn’t have Ariel’s QR code, but normally play 3 or 5 min blitz, would love to play if ever online at same time
@Baidu_Inc Why should investors want to buy when you refuse to buy your own stock prior to the listing and prior to Kunlunxin IPO? Below $100 should be aggressive buybacks by the company $BIDU
@TheShortBear Is $BIDU at a level where asymmetric reward far outweighs risk? Currently net cash of debt $26B, mkt cap only $32B, HK primary listing this year, Kunlunxin IPO this year with 50%+ ownership unlocking billions in value
@standuquesne@DavidTepper5 Are either of you shocked @Baidu_Inc is not aggressively buying back stock at these levels? Current CEO and CFO have to go…shareholders continue to suffer $BIDU
@Baidu_Inc continues to decline! Refuses to reward shareholders, refuses to answer analysts questions on timing of key events, refuses to put cash to work through aggressive buybacks or dividends…ROI on $BIDU for investors holding over 5yrs…0%
@michaeljburry If @Baidu_Inc achieves the Kunlunxin IPO later this year, what do you value $BIDU at? Between cash and cash equivalents less total debt plus value of ownership in Kunlunxin, currently seems extremely undervalued. Surprising mgmt does not aggressively buyback shares
@Baidu_Inc Why not aggressively buyback shares immediately or provide updates on if HKEX listing committee approval? Mgmt would not provide much detail on earnings call, share price continues to decline $BIDU
@ahern_brendan And yet @Baidu_Inc mgmt refuses to implement buyback program instantly at these levels? Still have over $4.7Bill they could buy back aggressively $BIDU
@Tesla@Apple@Baidu_Inc@elonmusk Is there any chance we hear more about companies working closer together for China services/products? $TSLA $BIDU $AAPL
@Baidu_Inc All that cash and yet company doesn’t care about shareholders with an immediate buyback, worst day decline since 2021 and will only get worse as your mgmt just watches the decline $BIDU