Ian Bezek on X
@taobanker I half heartedly pitched $jd the week it bottomed with an apology attached to it for buying such a hated stock. Sure enough straight up
NASDAQ
JD.com, Inc.
JD
2 stories
$36B Market cap · 2026-10-07
PDD Supplemental
JD, Alibaba and Douyin are assessed for their competitive threat to PDD, with a specific investment stance on JD.
Investor Letters
Letters that discuss JD.
- Vision Capital Fund Vision Capital Fund - Q3 2025 Quarterly Letter Q3 2025 3690 $55BLULU $10BNET $124B
- Vision Capital Fund Vision Capital Fund - Q1 2025 Quarterly Letter Q1 2025 0LF5 453950 AMZN $2.7T
- Patient Capital Management 1Q25 Portfolio Activity and Attribution first quarter of 2025 BABA $270BCVNA $46BCVS $112B
- Vision Capital Fund Vision Capital Fund - 2024 Annual Investor Letter From 1 October to 31 December 2024 JD $36BMELI $94BMPNGF $55B
- Hayden Capital Q2 2026 Quarterly Letter Q2 2026 AMZN $2.7TGOOGL $4.2TMELI $94B
Tickers on this page
Companies the stories above are also about, besides JD.
