Yongyuan Dai I am selling my Baidu (NASDAQ:BIDU) (OTC:BAIDF) shares following the company's Q2 earnings print. Although Baidu delivered a solid quarter during the 3 months ending June, I am increasingly doubtful about management's ability, or willingness, to deliver shareholder value. In fact, in an analysis that I share in this research note, I highlight that Baidu is paying out (approx. $1 billion) less than 35% of its earnings to shareholders, compared to 115% for Alibaba (BABA). Moreover, considering di ...