What do all of these markets -- tablets, smartphones, online search, digital advertising, and China -- have in common? Growth. Two market leaders benefiting from these growing markets are trading a substantial discount: Apple (AAPL +3.26%) and Baidu (BIDU 0.51%).
In the video below, Fool contributor Daniel Sparks tells Fool.com's Erin Miller why he think's it's time to "be greedy when others are fearful," as the world's greatest investor, Warren Buffett, has famously said.
