It's been a rough road to hoe for investors in Baidu (BIDU -1.84%), the Chinese search giant, over the last year. Now sitting down some 20%, investors are fair to ask if the investment thesis in Baidu is fundamentally broken or simply taking longer than expected to unfold. The company's still growing like gangbusters, but much of that growth isn't showing up at the bottom line. Can Baidu avert its recent tailspin and restart its upward march? Absolutely, says Fool contributor Andrew Tonner in this edition of our Ask a Fool series.