BIDU: China's Google?

Baidu (BIDU) may be one of the rarest of sightings: an undervalued Chinese tech stock. It's traditionally hailed as China's Google, and operates in similar sectors: Search - With roughly 75% of China's market shareVideo - Both user generated content (like YouTube) and high-quality original programming (like Netflix)Cloud Services…

AMD: Mr. Market's Irrational Ride

AMD's stock performance during 2017-2018 is a perfect example of Mr. Market in action: AMD stock price 2017-2018Its stock price fluctuated 1-3x, mostly on fear and speculation. There was very little material news that deviated from AMD management's stated expectations, the drivers for growth and risks were well known and…