And the Winner Is …
So what’s the final verdict? Is YNDX stock a better bet than Google? Would an investor be better off owning BIDU stock rather than either of the other search giants?
Among the three, Yandex is the most interesting and risk-adjusted play.
While Google is undeniably an icon, GOOG stock is a crowded trade that’s difficult to dance with. Baidu is also a quality name with a commanding lead it its market, but its nearest competitor, Qihoo 360 has managed to carve out 22% of China’s search business in less than two years. BIDU stock owners may find China’s search market is far more competitive than the U.S. market, which makes BIDU stock vulnerable.
Meanwhile, although the Cyrillic alphabet orientation may mean the potential of YNDX stock is limited, it also keeps most serious threats at bay. Better to be the only big fish in a little pond, especially if nobody sees you coming. That’s most definitely Yandex.
As of this writing, James Brumley did not hold a position in any of the aforementioned securities.