Tim Hanson
speaker
58 appearances
1 recordings
1 series
first heard Aug 2009
last heard Aug 2009
Tim Hanson’s voice in public audio — every appearance, attributed to the second.
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Appearances
I mean, between their dual class share structure, you know, the money they spend as they see fit, you know, on whether it's Larry Page's wife's company or on, you know, whatever alternative energy project they want to pursue.
And then at the end of the day, you know,
The options repricing, I mean, they clearly don't care about outside shareholders.
They care about themselves.
Although the shareholders do get to use the search engine for free.
It's funny.
The first time we went to China was in 2007, and we asked somebody.
The first meeting we had was, you know, American investors are really skeptical about China.
How prevalent is fraud here?
And we got a deadpan answer.
We basically said, well, if you commit it, you're probably going to be executed.
And that's a pretty big deterrent at the end of the day.
That doesn't mean China has corporate governance issues, but they mean business when it comes to improving their standing in the world.
Ultimately, at the end of the day, China would like to be part of the G2 with just the United States, and they know they have a long way to go to get there in terms of corporate governance and development and all those things.
But this is what they know how to do.
They execute more people than any other country in the world, and when they're looking to solve a problem or deter a problem from happening, this is their strategy.
Well, you have two factors that play there.
The first is that I think a lot of Chinese stocks have gotten ahead of themselves.
I'll agree with that, just particularly in the real estate sector, the banking sector.
There's real problems that are going to show up on the horizon.
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