JD.com: "Deeper Value" than Alibaba? JD Stock Analysis

แชร์
ฝัง
  • เผยแพร่เมื่อ 1 ม.ค. 2025

ความคิดเห็น • 22

  • @piero141980
    @piero141980 ปีที่แล้ว +7

    Jd this year somehow reminds me alibaba position last year which was targeted with negative press and articles all over the media. If I'm not mistaken they were saying that it was inferior to tencent and many other things. It went down to 60 a price at which I bought it and then went up to 100 usd. I'm not saying that jd will follow the same path but its fundamental are good and the price is ridiculous atm

  • @Nuganics
    @Nuganics ปีที่แล้ว +6

    Nice insight on JD selling their logistics to others. Crown jewels need to stay inhouse and hard to give up that revenue at a later date.

  • @theintelligentcompounder
    @theintelligentcompounder ปีที่แล้ว +10

    I sold 50% of my Berkshire Hathaway holding to add to my massive stake in BABA. No brainer.

  • @Carl-lb2sd
    @Carl-lb2sd ปีที่แล้ว +3

    360 shares of JD. I like them because they seem to have a favorable customer base and far reaching.

  • @styx814
    @styx814 ปีที่แล้ว +2

    Good job Chi!

  • @kevincaruana7406
    @kevincaruana7406 ปีที่แล้ว +7

    Jd and baba will keep compounding over time. We should be patient and give it time. Sooner or later share price will follow. The problem is that everyone wants to make money today and no one is patient and wait

  • @PDS_37
    @PDS_37 ปีที่แล้ว +3

    i own it, 2.5% of my holdings. my thesis is its just too cheap. at some point things have to flip. but maybe im wrong. great video:)

    • @PDS_37
      @PDS_37 ปีที่แล้ว

      down -20% on my positon

  • @Crom21
    @Crom21 ปีที่แล้ว +4

    i still love Baba

  • @denggol4064
    @denggol4064 ปีที่แล้ว

    Chi Keng, Im a southeast asian living in China right now. Been following your content for quite a while. If you would like some understanding on the local spending behaviour etc, let me know! Hope those information can help you create better content.

  • @williamthurber6683
    @williamthurber6683 ปีที่แล้ว +1

    Nice insight

  • @martinithechobit
    @martinithechobit ปีที่แล้ว +1

    JD I am now interested at this price but more pain please.

  • @davlucpac
    @davlucpac ปีที่แล้ว

    Thanks for the video

  • @theintelligentcompounder
    @theintelligentcompounder ปีที่แล้ว

    Tay Chi, you’re alright!

  • @saifriyami4002
    @saifriyami4002 ปีที่แล้ว

    I want to invest in china,
    would like broker based in china, can you recommend.
    Currently i am using Interactive broker

    • @taychikeng
      @taychikeng  ปีที่แล้ว

      If you're talking about buying into HK stocks, I believe IBKR can do so. I'm using IBKR to do it

  • @AvantAveGarde
    @AvantAveGarde ปีที่แล้ว +2

    Turn the copium into hopium