This episode provide a comprehensive financial and strategic analysis of JD.com, a prominent Chinese e-commerce and logistics company. They cover its business model, revenue streams, and cost structure, highlighting the significance of its proprietary logistics network and direct sales approach. The analysis also examines JD's management team, governance structure, and major shareholders, including insights into leadership transitions and founder control through a dual-class share structure. Furthermore, the sources review historical financial performance, discuss recent share buyback programs and dividend initiation, and analyze the trading activity of notable value investors. The report concludes with an intrinsic value estimation using methodologies inspired by Warren Buffett and a summary of potential catalysts and risks facing the company.Youtube: https://www.youtube.com/@TheDeepValueApple Podcasts: https://podcasts.apple.com/us/podcast/deep-value-investing/id1811057697Spotify: https://open.spotify.com/show/2XDn2NMbbfvrJiqk9xAqR9?si=YsWJodQKS7CEMq5Twdh_8QDisclaimer: This content only expresses the views of the author(s) as of the date indicated and such views are subject to change without notice. All analysis is based on publicly available sources and may be subject to revisions or differing interpretations. The content is for educational purposes only and does not constitute investment advice. Conduct your own due diligence before making investment decisions. Subscribe us on Apple Podcasts or Youtube channel: Deep Value Investing!

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