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Baidu, Inc. (BIDU): A Bull Case Theory

We came across a bullish thesis on Baidu, Inc. on Coughlin Capital’s Substack by Brian Coughlin. In this article, we will summarize the bulls’ thesis on BIDU. Baidu, Inc.'s share was trading at $90.13 as of August 18th. BIDU’s trailing and forward P/E were 8.91 and 12.00, respectively according to Yahoo Finance.

[caption id="attachment_350618" align="aligncenter" width="750"] Gil C / Shutterstock.com[/caption]

Baidu’s core business, long overshadowed by its AI and robotaxi initiatives, remains its search and performance marketing engine, anchored by the Baidu App that...