What amazed me, oddly, was that any of the critics really thought I believed that Baidu "deserved" to be at $500. I could care less what Baidu's worth. I care about what it could trade to. I couldn't care less if it is "overvalued." Of course it is overvalued. It was overvalued at $100, $200 and now $300. Oh, and stop trading, it will be overvalued at $400.

So, I say, criticize me all you want about recommending Baidu, or Focus Media (FMCN), or China Mobile (CHL) or PetroChina (PTR) -- the four horsemen of China -- I will ride them to the bank, and then I will give some back when the bubble bursts. But not before I have taken enough off while the critics sniffed.

So, I say, criticize me all you want about recommending Baidu, or Focus Media (FMCN), or China Mobile (CHL) or PetroChina (PTR) -- the four horsemen of China -- I will ride them to the bank, and then I will give some back when the bubble bursts. But not before I have taken enough off while the critics sniffed.

So, I say, criticize me all you want about recommending Baidu, or Focus Media (FMCN), or China Mobile (CHL) or PetroChina (PTR) -- the four horsemen of China -- I will ride them to the bank, and then I will give some back when the bubble bursts. But not before I have taken enough off while the critics sniffed.