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"Stock number two, JD.com. Every time I hear JD.com, I think of JD Sports and it's not JD Sports. JD.com is in China. It's the third largest Chinese e-commerce platform by gross merchandise value. But here's my issue. Look at this enterprise value. My version is 73 billion. That's 30 billion in debt. And guys, their five-year average free cash flow is 3.7 billion. Their one-year free cash flow is about a billion dollars. I do like a couple things here. The revenue growth rates, 8% a year for the last three, 13 and a half for the last five, 23% for the last 10."
The speaker provides a detailed breakdown of JD.com's financials, highlighting the company's significant debt load alongside attractive free cash flow and revenue growth figures. Despite the regulatory and economic concerns specific to China, the commentary suggests that the stock's low price and growth metrics merit a closer look.

"Stock number three on our list today is going to be JD.com, stock ticker JD... Im going to be looking to buy options. And here, we're going to be focusing on buying a call option. And I actually currently have this contract open, but I would be a buyer of the January 16, 2026 $40 call option. You would pay around $2.60 per contract, which would equate to $260, and you would control 100 shares of JD.com at $40."
A trade call centered on JD.com using a call option strategy to gain exposure to its upside, despite personal reservations about owning Chinese stocks outright. The speaker cites compelling valuation metrics with a very low PEG ratio, while proposing the purchase of January 16, 2026 $40 call options as a controlled, less capital-intensive play.
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