Behind The Idea

Behind The Idea #54: JD.Com And Pricing In Headline Risk


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JD.Com is a value investor favorite and the 'hip' China play. Except that it had a terrible 2018, selling off more than 50% amidst China-U.S. trade negotiations and an accusation of rape against CEO and founder Richard Liu (charges not pursued). Seeking Alpha author Long Hill Road Capital argues that the company has hidden value and that the headline noise will fade. We take a closer look to see if there is value in JD's shares at this point.
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Behind The IdeaBy Seeking Alpha

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