YT Friends, it is my mission to help you become a stronger Investor, and to do so I want to equip you with as many skills as possible as a Research Analyst. If you enjoy this video, share it with friends and family. If you're new, join me on this Journey, and let me help you take your skills to the next level. Subscribe, turn on the bell, and press the like button for more. 👉 Get onto Interactive Brokers to buy HK-Listed China Tech Shares: bit.ly/larryIBYT 1️⃣ ⬇⬇⬇Get insightful investment strategy (5K+ Readers): larrycheungcfa.substack.com/ 2️⃣ 🧠 GET Investing Guidance during this Bear Market: www.patreon.com/larrycheung 3️⃣ Follow me on Twitter: twitter.com/LarryCheungCFA 4️⃣ Follow me on the Gram: instagram.com/larrycheungcfa
Relatively newer viewer here…You’re the first RUclipsr in a while that’s lead me to take notes throughout the videos. I really like the fundamental analysis videos and hope to see more soon👍
00:02 Learn professional equity analysis using fundamental and macro analysis. 02:18 Understanding macro, industry, and company fundamentals is crucial for equity research analysis. 06:57 Baidu's revenue model is heavily focused on advertising and non-advertising segments, with a significant contribution from AI cloud. 09:23 Baidu is heavily focused on research and development, with a significant percentage of its revenue dedicated towards Innovation. 14:10 Understanding Baidu's alignment with political vision and the importance of non-advertising segments for a valuation. 16:32 Analyzing company valuation and competition 20:33 Fundamental macro analysis and understanding risks are crucial for equity research. 22:33 Consider secondary listing in Hong Kong as a risk management strategy 26:50 Importance of having a research process 28:44 Coverage Universe and Investment Research
Larry thank you for this. I am on my last year in scholarship to business school and I was frantically writing notes while listening to this. Top tier info!
wow im so glad that i discovered your channel. I had a great following through the video and am considering signing up just so i can learn more from yourself/the community. Great videos man
Hey Larry, Good information. Just a small advice.. Please fix your mic, we could hear a lot of background noise.. A podcast like mic will help you to draw user attention more
I love your investing approach and mindset, Larry. The work you put in is obvious!!! I've noticed that emails and Twitter seem to lean more to marketing than substance lately. This video has both. Very interesting to know more about Baidu. Thank you.
You're welcome! Tysm! Yes, I focus on Research first, and marketing second. There is no high-quality research without sustainable resources given that I have a Staff Analyst team that I must support. It's a delicate balance - thanks for understanding.
Obviously, stock market content is higher priority but this time I had to mentioned you great, fresh look 🙏👍 As always, Larry is delivering his best quality service to us. This is an unique place, here on RUclips. Amazing community 😊
Hi Larry, Thanks for sharing, this is truly amazing! If you don't mind, may I know what's your hierarchy of evaluating Europe consumer sector using macro at this time? Thanks!
Thanks, Larry. Great content. If you were to invest in RE stocks, would you invest in residential rental or office/industrial/retail rental? what do you think Hudson Pacific Property?
Hey Larry what do you think about the Henan banking situation in China right now? Purposefully overblown? Or serious long-term consequences for China's economy going forward? Thanks love your videos!
Hey Goji, I’ve observed this event too and for now it seems like an isolated event due to a group of bad apples. It doesn’t look like a systemic event, but that’s just my opinion
YT Friends, it is my mission to help you become a stronger Investor, and to do so I want to equip you with as many skills as possible as a Research Analyst. If you enjoy this video, share it with friends and family. If you're new, join me on this Journey, and let me help you take your skills to the next level. Subscribe, turn on the bell, and press the like button for more.
👉 Get onto Interactive Brokers to buy HK-Listed China Tech Shares: bit.ly/larryIBYT
1️⃣ ⬇⬇⬇Get insightful investment strategy (5K+ Readers): larrycheungcfa.substack.com/
2️⃣ 🧠 GET Investing Guidance during this Bear Market: www.patreon.com/larrycheung
3️⃣ Follow me on Twitter: twitter.com/LarryCheungCFA
4️⃣ Follow me on the Gram: instagram.com/larrycheungcfa
Joined the email list! Very well spoken & informative. Let's connect on LinkedIn.
Relatively newer viewer here…You’re the first RUclipsr in a while that’s lead me to take notes throughout the videos. I really like the fundamental analysis videos and hope to see more soon👍
Just dropping a comment to help the Algo. Thanks for your insight!
Ty John!! Pleasure is mine.
00:02 Learn professional equity analysis using fundamental and macro analysis.
02:18 Understanding macro, industry, and company fundamentals is crucial for equity research analysis.
06:57 Baidu's revenue model is heavily focused on advertising and non-advertising segments, with a significant contribution from AI cloud.
09:23 Baidu is heavily focused on research and development, with a significant percentage of its revenue dedicated towards Innovation.
14:10 Understanding Baidu's alignment with political vision and the importance of non-advertising segments for a valuation.
16:32 Analyzing company valuation and competition
20:33 Fundamental macro analysis and understanding risks are crucial for equity research.
22:33 Consider secondary listing in Hong Kong as a risk management strategy
26:50 Importance of having a research process
28:44 Coverage Universe and Investment Research
Great and clear content, job is done perfectly.
Tysm!!
J&J, Coca-Cola, MasterCard, Visa but only during rebound when confirmations are in line, so they are some of the must haves 🤪😎
Very good! I have MA and V in my LT portfolios too.
@@LarryCheungCFA cycle is just an* another cycle :)
Larry thank you for this. I am on my last year in scholarship to business school and I was frantically writing notes while listening to this. Top tier info!
How hard is it to get into equity research if you didn’t go to a target school
wow im so glad that i discovered your channel. I had a great following through the video and am considering signing up just so i can learn more from yourself/the community. Great videos man
~Thank you very much~ 🙂🙂
Anything to help the Community
Where was this when I first started as an analyst myself 9 years ago haha great content as usual Larry
Thank you Andre!
COST is my S-Tier pick. When people are hungry Costco has a good deal on Hot dogs and a coke
Thank you for this
Pleasure is mine Daniel!
High quality content!
Thank you! 👍🏿
Thank you so much
Let's show our guy Larry some love with the likes. Also the grind research he does to keep us informed.
Tysm Danek!
Hey Larry, Good information. Just a small advice.. Please fix your mic, we could hear a lot of background noise.. A podcast like mic will help you to draw user attention more
Thank you! Must be my AC in the background
This was good!
Thank you !
Pleasure is all mine !
I love your investing approach and mindset, Larry. The work you put in is obvious!!! I've noticed that emails and Twitter seem to lean more to marketing than substance lately. This video has both. Very interesting to know more about Baidu. Thank you.
You're welcome! Tysm! Yes, I focus on Research first, and marketing second. There is no high-quality research without sustainable resources given that I have a Staff Analyst team that I must support. It's a delicate balance - thanks for understanding.
Great 👍haircut 💇
Have to look good for you guys!!
Obviously, stock market content is higher priority but this time I had to mentioned you great, fresh look 🙏👍 As always, Larry is delivering his best quality service to us. This is an unique place, here on RUclips. Amazing community 😊
I'm thinking of buying KWEB or just more Alibaba... Chinese stocks are very low right now
Bravo!
Baidu is a great company. should buy in Hong Kong
Hi Larry,
Thanks for sharing, this is truly amazing!
If you don't mind, may I know what's your hierarchy of evaluating Europe consumer sector using macro at this time?
Thanks!
Hi Larry!
Would you mind sharing your DCF model with us?
Once again, great video, thanks for the very insightful content!
Thanks, Larry. Great content. If you were to invest in RE stocks, would you invest in residential rental or office/industrial/retail rental? what do you think Hudson Pacific Property?
How does the role of an Equity Research Analyst differ from an Investment Analyst?
Are u hk?
Hey Larry what do you think about the Henan banking situation in China right now? Purposefully overblown? Or serious long-term consequences for China's economy going forward? Thanks love your videos!
Hey Goji, I’ve observed this event too and for now it seems like an isolated event due to a group of bad apples. It doesn’t look like a systemic event, but that’s just my opinion
@@LarryCheungCFA I've gotten the same impression as well, can be difficult sometimes to find objective news media covering China here in the west
is there a discord invite for this?
Hay quá
Hi Larry, great informative video. Will it be too much of a hassle to link to a previous equity research report?
I can try to link one in a future video description box!
@@LarryCheungCFA that would be wonderful. Thank you. I appreciate your videos and effort.
👏🏾👏🏾👏🏾👏🏾
Cheers my friend.
If this ever gets me a job at any top firm, I am giving a month's salary to you.
What's the update brother
buy the quick dips sell the rips, don't forget place your stop loss on the way up. SQ/Block, Hut8 ,Nio ,Baba
Very good :)
I thought I would learn something. My mistake.
Guess you're already an Expert. Good to know that you know it all. :)