CTI 83: Earnings, Baidu, Tencent and Alibaba with Michael Norris

1

Introduction

00:00 • 2min

2

Bidos Ad Revenue Is Down a a Little Bit.

01:35 • 6min

3

The Share Price Is Almost a Million Dollars, but That's How Things Go

07:22 • 4min

4

Bydo

11:47 • 2min

5

What Are Your Thoughts?

13:52 • 4min

6

Fintec and Business Services - Is That a Good Thing?

17:50 • 4min

7

James Mitchell's Comments on the Macro Economic Wrongness

21:46 • 4min

8

Gaming and Tac Development

25:22 • 4min

9

Alibaba's Earnings Call, Who Wants to Take James W Want to Take This One First?

29:45 • 3min

10

The Retail Slow Down in China

32:53 • 3min

11

Ali Baba - 20 21 Not a Good Year for a Lot of Holders

36:09 • 4min

12

A Tana Logistics, Ten % of Revenue Grew Round 30 %

40:25 • 6min

13

Investing in the International Business

46:22 • 3min

14

The Future State of the Revenue Mix

48:58 • 5min

15

What's the Long Term View of Ali Baba?

53:43 • 3min

16

Is Tencent the Best Place to Start for Interoperability?

56:29 • 2min

17

Is Tencent a Good Place to Start?

58:45 • 3min

18

Is Tencent the Biggest Net Beneficiary?

01:01:46 • 3min

19

Is the Government Going to Stop Announcing New Regulations?

01:05:12 • 4min

20

Is This Going to Be a Static Environment?

01:09:19 • 5min

21

Is the Return on Invested Capital (ROI) Declining?

01:14:33 • 3min

22

I Don't Think It's Something More Sinister.

01:17:42 • 6min

23

Is There a Datea Tax on Big Tack Signs Point to Yes?

01:23:32 • 2min