u/Conscious_Battle6708 · 34d agono track record yet
“Invested approximately 0.5% of networth; plans to add 0.5% at $25, another 0.5% at $23 for a maximum 1.5% exposure; 1+ year holding period”
Opinion on JD com
JD.com is undervalued with a core business valued at approximately $15bn after subtracting $24bn in net cash, while margins are improving and management is returning capital to shareholders. The primary risks are China-specific regulation, governance concentration, and potential price wars in competitive segments like food delivery.
At post $28.50Now $26.92-5.5% since postedas of Sep 18, 4:30 PM ET
1d—
3d+3.0%
1w+3.1%
1m-4.9%
3m—
6m—
1y—