Calls
1
u/8700nonK
Reddit r/ValueInvesting
Win Rate
0.0%
return
-4.1%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Feb 12
$27.83
-4.1%
The author argues JD.com is grossly undervalued because cash plus majority-owned spinoff stakes exceed the market cap and the unconsolidated fintech stake is additional upside, while market cap/GMV is below 0.1 versus comparable ecommerce/shipping names. Catalysts cited are ongoing buybacks (~7% in 2025), declining capex, growing ads, and eventual normalization of food-delivery marketing/incentives that should let cash flows explode. Main stated risk is that management hoards cash and may spend it poorly, compounded by PDD's price war that lowers the value of JD's GMV versus peers.
Retail & Mobility
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u/8700nonK has 1 trade ideas tracked on Buzzberg across 1 tickers since February 2026. Most covered: JD.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
