Jason Hall

So the counter you're saying is that what we're seeing is lower margins in that growth business should start to improve as scale ramps up?

Got to love it.

All right, thanks, guys.

Coming up next, we're quick-firing on two smaller Chinese stocks still trying to find their place in the world.

And after quite a long time for at least one of them, we've got Weibo and iQiyi next, right after this quick break.

Welcome back to Motley Fool Money!

As we wrap up today's show, let's discuss two lesser-known Chinese stocks, Weibo and iQiyi.

Weibo, tickered WB, is a bit of a washed-up Chinese blog site.

That's a great bull pitch right there, right?

It's most commonly in the U.S.

compared to Twitter or X. iQiyi is a video streaming platform with a business model that's similar to Netflix, only it's struggled to retain growth.

So, not very much like Netflix.

Now, both businesses are comparative failures when stacked up next to Baidu and PDD Holdings.

Toby, when you look at either of these two companies, does one stand out as redeemable to you, or do you think both are uninvestable?

Alright, Emily.

I've got to side with Toby a little bit here.

He hinted at it, but there's some math that screams caution at me about iQiyi.

It spent more money paying interest last year than it earned in operating income.

That's tough to dig your way out of that.

What's the bull case that it can see its way forward in a way where investors actually make money?