Company Overview - JD com is one of the three leading e Commerce companies in China with a focus on appliances and other businesses [1] - The company is considered a value opportunity on the drop by the analyst [1] Analyst's Portfolio and Strategy - The analyst focuses on high risk high reward situations primarily in the technology markets [1] - The analyst's portfolio includes Bitcoin Tesla Google Amazon and Nvidia with an emphasis on companies with asymmetric long term upside [1] Analyst's Position and Disclosure - The analyst holds a beneficial long position in JD com BABA and PDD through stock ownership options or other derivatives [2] - The article reflects the analyst's personal opinions and is not influenced by compensation or business relationships with the mentioned companies [2]
JD.Com: A Capital Return Play For 2025