cover of episode Is Michael Burry's Favorite Stock a Buy Now!? | JD.com Stock Analysis | JD Stock Analysis

Is Michael Burry's Favorite Stock a Buy Now!? | JD.com Stock Analysis | JD Stock Analysis

2024/3/8
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Global Value

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Why is JD.com stock the biggest position that shows up in Michael Burry's 13F filing? In this video, we'll perform a JD.com stock analysis and figure out what JD looks like based on the numbers. We'll also try to figure out what a reasonable fair intrinsic value is for JD. And answer is JD.com one of the best stocks to buy at the current price? Find out in the video above! Global Value's JD.com stock analysis.

00:00 Michael Burry Doubled Down on JD! 00:39 JD vs Market vs Competitiors 01:59 Where is JD today? 03:35 Metric #1 Returns on Capital 04:08 Metric #2 The Chinese Growth Narrative 04:58 Metric #3 05:45 Metric #4 06:25 BONUS METRIC 07:29 Metric #5 Does JD Use Too Much Debt? 08:18 Valuation #1 09:35 Valuation #2 10:49 Valuation #3 11:26 Long Thesis 12:02 Short Thesis 13:03 Fair Value Price REVEAL 13:29 JD Rating REVEAL

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JD.com ($JD) | JD.com Stock Value Analysis | JD.comc Stock Dividend Analysis | JD Dividend Analysis | $JD Dividend Analysis | JD.com Intrinsic Value | JD Intrinsic Value

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(Recorded February 16, 2023)

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