$百度(BIDU)$ Short funds have be

AdelaideFox

2022-03-03

$百度(BIDU)$ Short funds have been hyping for 90 days that BIDU would miss by a huge amount.

They even had me convinced.

I just reasoned that any huge miss was already in the obnoxiously crushed stock price.

They beat on revenue solidly and missed on eps slightly.

They announced over $400 billion in assets and $130 billion in debt.

The current market cap is $55 billion.

$270 billion in net assets plus solid cash positive earnings.

Very nice top line growth.

With zero earnings they are undervalued 5x. These China stocks are insanely undervalued.

I guess wallstreet expects a sino-American war and the stocks are frozen.

I will take my chances.

They won’t be frozen forever.

Japan and USA are now partners.

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