We’re starting a concentrated portfolio ultimately containing some 10-12 names while keeping plenty of cash as a hedge. The first candidate is JD.com, a quality name which has sold off nearly 20% in short order. Finisar and Nutanix are also way off their highs, but we think that will correct itself in time, given the […]
Entries Tagged as 'JD'
October 4th, 2017 · Comments Off on SHU Portfolio: JD.Com, Finisar And Nutanix
September 14th, 2017 · Comments Off on Growth Accelerates At JD
The selloff in the shares of JD.com seems like an opportunity to us. The company is still expanding at a fast pace and it generates a lot of free cash flow even if margins are small. There is still ample room for further expansion. Source: Growth Accelerates At JD – JD.com (NASDAQ:JD) | Seeking Alpha