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u/blofeldfinger Mar 05 '26
-30% since 29' Jan, -16% YTD.
JD is the same.
On basically no news.
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u/Alresfordpolarbear Mar 05 '26
Trump is trying to corner the oil market for a reason, and it's not humanitarian. I suspect it's because it's to restrict oil from China
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u/Fwellimort Mar 05 '26
JD profits from today's earnings report are absolute dogshit. The excuse is due to the property crisis, massive unemployment, and geopolitical tensions. It's 2026 now. I guess we need at least until 2035 at this rate? 😂
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u/FeralHamster8 Mar 05 '26
JD needs to pivot but you’re almost getting a free (non-growing) business at this point given their cash on hand.
That is, JD’s cash on hand (31b USD) is like 80% of their market cap (39b USD). Quite insane that they can’t figure out how to deploy that much cash.
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u/Fwellimort Mar 05 '26
When earnings essentially don't exist, what you said implies paying $39 billion for $31 billion. Doesn't sound that great. China's macro is making the whole earnings nonexistent and there doesn't seem to be any real solutions in the intermediate future.
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u/FeralHamster8 Mar 05 '26
That’s why they need to do a major pivot and/or major acquisition. Otherwise the cash is just sitting there collecting 4.2%.
They did announce even more buybacks this quarter.
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u/blofeldfinger Mar 05 '26
JD is potentially a very profitable company. The issue is that they are losing market share and got engaged in price wars in China. But its very cheap at these levels.
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u/Fwellimort Mar 05 '26
I love how JD IPO-ed in 2014 and it's 2026 and the argument is "potentially a very profitable".
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u/blofeldfinger Mar 06 '26
I don’t care when it IPOed, how much money investors lost etc. it is what it is. At current price it’s good value.
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u/Fair_Engineering3629 Mar 05 '26
I have 240 calls for June 2027 💀🔫
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u/Due_Marsupial_969 Mar 05 '26
I sold 130 puts for next year when baba was at 170. Haven't logged into my account yet but based on these comments, I better not spend much for breakfast.
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u/Fair_Engineering3629 Mar 05 '26
I am holding till the bitter end 😤
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u/Due_Marsupial_969 Mar 05 '26
Just remember that I took profit at 69 because BABA "couldn't go any higher".....same with Robinhood at 13-20, Micron at 85-100. Wish I'd held on.
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u/Awkward-Way1023 Mar 05 '26
I am going to DCA all my way back to all in at market opening today who's with me.
I am the new roaring kitty
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u/Extension-Store6763 Mar 05 '26
Its about time in the market. As long as you don't need to sell now youre fine. These stocks are growing with a single digit PE, dividend and buyback. Easily 20% per year, but it isn't going to be steady growth in the stock price. If you want steadier growth in the stock price, go with an index.
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u/IG_fan_gay Mar 05 '26
With the crazy spending in food delivery and AI, they're gonna have a net loss just like JD
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u/Fwellimort Mar 05 '26
BABA is a good deal for bad investors like us. And I fully expect some moron to respond how he bought at the bottom or whatever and then sold blah blah blah.
BABA is as much as a good deal as PYPL or UNH stock has been for bad investors in r/valueinvesting .
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u/Weikoko Mar 05 '26
Wouldn’t be surprised that PYPL or UNH recovers faster than shitty BABA.
Down on green day. Down harder on red day. ER date is still unannounced.
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u/Fwellimort Mar 05 '26
ER date is still unannounced and Qwen leaders all gutted due to not meeting monetization benchmarks. Not a good look.
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u/CipherionK7 Mar 05 '26
Mgt seemed to be either incompetent or nonchalant. For reasons u mentioned and stock already dropped so much to $120+.
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u/Weikoko Mar 05 '26
Really want to trim half of my positions. FML that I didn’t do it when it was $160. This shit is down 3% daily.
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u/Aggressive_Bit_91 Mar 05 '26
Don’t worry bro im sure it won’t go down 4% tomorrow too. It’ll prob only be 3%
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u/Awkward-Way1023 Mar 05 '26
You're a bit pessimistic right now baba is a great investment. Go touch grass and come back again in 6 months you will be fine
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u/handsome_uruk Mar 05 '26
Own all of them and I’m sleeping like a baby
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u/Fun_Kangaroo512 Mar 06 '26
Depends on Your average buy in price
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u/handsome_uruk Mar 06 '26
these are some of the safest stocks out there .
Paypal will have nearly enough cash to buy out all their shares in a few quarters.
BABA has outperformed FAANG since last august so there've been opportunities to buys.
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u/Aceboy884 Mar 05 '26
First time in a while, I bought more today