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DanWebzster

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DanWebzster

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Re: DanWebzster post# 229

Wednesday, 07/04/2018 11:27:01 AM

Wednesday, July 04, 2018 11:27:01 AM

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JD is the 3rd largest Chinese ecommerce site.

What makes JD unique is that it owns its entire logistics network from supply chain to warehouses to last mile logistics, like Amazon.

Their top two competitors are both owned by BABA. Their business model is more like EBAY.

JD controls customer experience. BABA does not.

JD meets all 6 criteria on the compounder's checklist:
* Founder led
* Durable competitive advantage
* Industry tailwinds
* Long runway for growth
* Profitable
* Safe Balance Sheet

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