Baidu, Inc.

BIDU position long Tweedy, Browne Company

Thesis

We recently bought shares in Baidu, often referred to as the Chinese Google, as part of our strategy to invest in undervalued technology companies with growth potential.

Did it work?

inconclusive confidence: low

Since there is no price performance data available and the time elapsed since the pitch is unknown, it is difficult to assess whether the investment thesis has played out. The thesis suggests a long-term growth potential, but without specific catalysts or developments, we cannot determine the outcome.

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