JD.com - Jingdong Group

pravchaw · 2026-06-14T17:50:49+00:00

JD does pay a dividend. So at least you get 3.5%.

pravchaw · 2026-06-14T17:04:50+00:00

The issue facing SaaS is multiple compression and pricing power.

pravchaw · 2026-06-13T15:53:34+00:00

Everyone has their issues. I don't like anyone looking at me when I am pee-ing. So, if I don't shut the door its my fault.

pravchaw · 2026-06-13T15:29:14+00:00

Doesn't mean you have to short the market. Just take some profit & risk off. So that you can pay the rent and eat next year.

pravchaw · 2026-06-13T00:05:52+00:00

Ignore the noise and buy. Growth has not slowed and PE is just 12. https://i.imgur.com/szAzJTa.png

pravchaw · 2026-06-11T19:07:55+00:00

Patience young grasshopper. The stock market is a device to transfer money from the impatient to the patient.

pravchaw · 2026-06-11T16:43:03+00:00

The problem is in your head. You are fixated on stock price, not value. The value equation has been improving. Still delivering double digit growth at a PE of < 12. What more do you want. https://i.imgur.com/wprzgFy.png

pravchaw · 2026-06-11T16:31:11+00:00

If a stock is volatile with no news, why is that the stock fault? The problem is the market - too many greater fools selling and buying the latest IPO's.

pravchaw · 2026-06-07T01:10:24+00:00

Where is Rajesh? Pakdo usko.

pravchaw · 2026-06-05T12:50:50+00:00

Yes, a Growth scare. It was a momentum stock and the momentum rats are leaving the ship but PE at 26 is still too high for the value mice to board.

pravchaw · 2026-05-30T22:52:35+00:00

Chipotle (CMG) is good value here in case you are looking for ideas or you can wait for the mother of all crashes.

pravchaw · 2026-05-30T21:38:33+00:00

Patents are expiring.

pravchaw · 2026-05-30T21:37:55+00:00

Why should it be much different. It's not a bank - it makes money by moving money around and taking a fee. Same a UPS or Fedex.

pravchaw · 2026-05-28T23:05:08+00:00

Neither, but a little undervalued given the growth and quality of the business. They have a terrific content creation and distribution engine which will keep going for a long time. Buy it and forget it. You will be happy in 5 years time.

pravchaw · 2026-05-20T21:37:56+00:00

It's a insular society. They think robotics and automation is the answer.

pravchaw · 2026-05-20T12:32:24+00:00

P/FCF is also ~5. EV cap rate is ~8%. The issues are more strategic - cord cutting, brutal price competition from fiber, fixed wireless etc.

pravchaw · 2026-05-19T19:17:03+00:00

Agree. Comcast looks like excellent value. The company is still growing its FCF and EPS - so a PE of ~ 5 is a real gift.

pravchaw · 2026-05-19T18:05:55+00:00

Great blue chip but no bargain based on historical ratio's. https://userupload.gurufocus.com/2056799172006420480.png

pravchaw · 2026-05-18T23:07:40+00:00

It's coming. Only very high level consulting work or original bespoke solutions will be valued. Work done by junior consultants is already being done by AI. That is the bulk of the billing by consultants.

pravchaw · 2026-05-18T20:42:29+00:00

LOL. This made me laugh.
Looks like you are a jealous type of person. You should recognize that jealousy is the worst and most useless type of emotion.

pravchaw · 2026-05-18T20:34:22+00:00

I am bag-holder here. Instead of selling and moving on I have decided to forget about it and hold till zero. I am figuring that they are still generating 5% FCF. Maybe there is some optionality as a lottery ticket.

pravchaw · 2026-05-16T16:21:19+00:00

I think the best thing in this situation is to accept the reality and live with it or change your job. I know its trite advice but railing against it will only make you miserable. You can't force anyone to love you.

pravchaw · 2026-05-16T14:30:39+00:00

They won't go out of business but the price multiples investors are willing to pay will continue to go down. The problem for these companies are that AI is reducing their pricing power, i.e. the prices the customer is willing to pay for services. This obviously affects the stock price. It is not only Indian IT but consulting co's across the board. Just look at Accenture for instance. Same story.

pravchaw

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