I think investors looking at Baidu.com
Rick describes Baidu.com as "extremely profitable." I think we have different opinions of what that phrase means. Google
Yes, with a bottom line in the black, Baidu.com is a viable business. Just not one that warrants a $2.5 billion market cap.
I think the comparisons to Google and Yahoo!
I am a die-hard Rule Breaker investor. It's in my blood. I love a good high-tech growth story as much as anyone else, and Baidu.com is certainly a good story. But hopes and dreams are not enough. The numbers have to add up, and in the case of Baidu.com, they don't.
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Fool biotech analyst Charly Travers does not have a position, long or short, in any company mentioned in this article. The Fool has a disclosure policy.