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Luis Pazmino
@lpaz
05/14/2023
JD.com & the China Discount
Even within China's tech sector,
$JD
seems to be disliked a lot during 2023. Imo it looks like a solid opportunity at these levels. Quality company that's easy to ignore because 1) it's in China, and 2) it's just another retailer, for now.
Link to the Substack article:
https://luisepazmino.substack.com/p/just-another-goddamn-retailer
luisepazmino.substack.com
Just Another Goddamn Retailer
JD.com and the China Discount
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Luis Pazmino
@lpaz
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