JD
JD.com, Inc.
Every pitch and position made on this ticker, across every competition and newsletter issue in the archive.
- Times pitched
- 3
- Long / short
- 2 / 1
- Avg. return
- +163.9%
- Verdicts
- Worked 1 Partial 1 Inconclusive 1
position
Winter 2019
Polen Capital
short
inconclusive
Newsletter
JD is a direct competitor to Alibaba but is heavily weighted towards a low-margin, capital-intensive business model. While JD has advantages in logistics, Alibaba's dominance and reinvestment strategi
pitch
Fall 2018
Michael Wooten
long
+310.6%
worked
Newsletter
Despite recent concerns over key man risk due to the potential conviction of Mr. Liu, we believe that the $10 billion loss in market cap has already factored in this risk. Furthermore, even if JD lose
pitch
Fall 2018
Winter Li, CFA Shengyang Shi
long
+17.3%
partial
Newsletter
JD.com is currently undervalued, trading at only 5x owner’s earnings while its core retail and advertising business deserves to trade at higher multiples. The company has a strong logistics network an