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JD.com, Inc. (JD): A Bull Case Theory

We came across a bullish thesis on JD.com, Inc. (JD) on Substack by BlackSwan Investor. In this article, we will summarize the bulls’ thesis on JD. JD.com, Inc. (JD)'s share was trading at $40.75 as of March 11th. JD’s trailing and forward P/E were 10.98 and 8.76 respectively according to Yahoo Finance.

JD.com is one of China's largest e-commerce platforms, competing with Alibaba and Pinduoduo but differentiating itself through a focus on quality and a direct-sales model. Unlike Alibaba’s marketplace approach, JD operates as a retailer, controlling its supply chain and logistics...