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.

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

Good job Chi!

Thanks for the video

Nice insight

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:)

@InvestingEasy_

9 ай бұрын

down -20% on my positon

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

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

i still love Baba

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

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.

Tay Chi, you’re alright!

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

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

@taychikeng

9 ай бұрын

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

Turn the copium into hopium