"JD is also a China software-oriented long in Burry’s portfolio framework, held at roughly a 7% position as part of the bet on buying negative sentiment."
@ ~$378.67
"Burry's Trades: Short TSLA, NVDA, long China, Fintech, Software"
$JD
JD.com, Inc.
2 analysts · 0 active debates
SENTIMENT
100% BULL
STANCE FLIPS · 7d
0
LAST VERDICT
EXTREME BULL
NEXT EARNINGS
See filings
Just In
Latest analyst takes
Value Investing with Sven Carlin, Ph.D.BULLJD is also a China software-oriented long in Burry’s portfolio framework, held at roughly a 7% position as part of the bet on buying negative sentiment.14d ago
STANCE FLASH · JD
— NO STANCE CHANGES THIS WEEK · ANALYSTS STEADY —
ANALYST COVERAGE
What is the latest research on JD?
COMPLETE ANALYSIS HISTORY · 3 TAKES
"JD is viewed as a sentiment/market-repricing trade where further pressure or stabilization plus potential margin dynamics from easing pricing wars could create a reversal, rather than a pure long-term business conviction."
@ ~$386.42
"Michael Burry's Stocks To Buy & Investing Strategy (JD, BABA, PYPL, CRM, MSCI, TSLA, NVDA, PLTR)"
"JD is fairly valued on a value framework (low single-digit P/E range) with the key driver being margin mean reversion—when margins improve even modestly, returns have historically been strong, and the huge cash cushion reduces the risk of permanent loss."
@ ~$66.70
"KWEB ETF Analysis - TCEHY, BABA, PDD, Meituan, NetEase, JD, BEKE..."