03.12.2019 - By Seeking Alpha
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.Learn more about your ad choices. Visit megaphone.fm/adchoices