It's easy to take shortcuts in investing and to make conclusions based on patterns, trends, or what the consensus is or isn't. It's something we talk about on Behind the Idea a lot.
Lester Goh has gone well beyond the headlines and basic analysis in his work on JD.com, and he shares the reasons he is bullish in the e-commerce titan despite its rough year. We get into the details, the headline thoughts, and why investing in Chinese companies really isn't that different than anywhere else.
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