It's Tuesday, May 19th. Welcome to Market Foolery. I'm Mark Wreath and joining me in studio today for

a million dollar portfolio Simon Ericsson and from stock advisor Sarah Hove. Happy Tuesday guys.

Hello there Mark. Hi Mark.

Pleasure to have you here.

We have plenty to get to today, including earnings from Urban Outfiters, projections for Disney,

and of course, the biggest story, a new Oreo flavor.

But first, let's talk Baddo. Simon, you've been writing a lot about

Baidu recently, you are a resident expert on the topic. I'm a little confused

though, it seemed so simple to tell what Baidu was doing once upon a time.

Now I hear they're buying Nokia's Maps Unit.

What is it exactly that Baidu is up to these days?

So Baidu, thanks, Mark.

So the premise for this, this is kind of the Google of China.

This is the dominant search engine in the world's most populous nation.

And to your point there, they've been investing very heavily in mobile.

For the last couple of years, they're trying to get optimized web pages for mobile.

They're making investments strategically for mobile.

But it's going to be all about mobile for Baidu.

And this is for them right now, a very lucrative in the first place because they've got 600 million

monthly users and they're actually distributing get this about 42% of all mobile apps in China

right now.

So dominant competitive position, but you know, the reason that I've got my eye on this, and we made it one of our best buys now, actually in MDP this last month, is I think that the story gets even better.

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