Brad Gerstner · Invest Like the Best · 23 June 2020

“I mean, Baidu's worth 50% less today than it was six years ago. Notwithstanding the fact that all of the big internet platforms in China are worth multiples today of what they were five years ago because you had the rise of WeChat, you had the rise of ByteDance,”

Listen at the timestamp · See it in context

Verbatim excerpt with a timestamp. The full recording is at the source; we link out and do not host it. Everything Brad Gerstner is on record saying.