JD.com
E-commerce companywww.jd.com
82
MENTIONS
55
EPISODES
42
PODCASTS
Search complete. 82 mentions across 55 episodes found for "JD.com".
Sep 16, 2026
Zak DychtwaldGUEST
If you were to ask Flipkart who they're borrowing from, it's not Amazon.
Zak DychtwaldGUEST
It is Alibaba and Jingdong pretty clearly.
Zak DychtwaldGUEST
MercadoLibre, same thing.
Zak DychtwaldGUEST
If you were to ask the incumbent company, E-wallet.
PhilHOST
The, the skeleton at the bottom of the ocean is also buying at 12K.
PhilHOST
[laughs] Hey, good morning, Jingdong.
PhilHOST
Good morning.
PhilHOST
Matthew.
Arun SundararajanGUEST
Last year, it was over 70 million.
Arun SundararajanGUEST
I was just told this morning by the chief economist of JD.com that over 40% of China's workers today are in non-employment work arrangements of some kind.
Xin GuanHOST
Yeah, we call it flexible employment.
Xin GuanHOST
Yes.
Jill DvorakHOST
Then we have H&M staying in Europe.
Jill DvorakHOST
Then we're going to move over to the APAC region and talk about JD.com. Obviously, China, robots, AI.
Jill DvorakHOST
Can't have a podcast without that.
Jill DvorakHOST
And then we will move back to the UK to talk through Google and some potential finds there.
Alex RezvanHOST
So if you want to read more, go over to fashionnetwork.com, be in the show notes.
Alex RezvanHOST
Okay, coming over to me with the wonderful world of robotics and China.
Alex RezvanHOST
What's going on? So over in China, JD.com is making a much longer term commitment.
Alex RezvanHOST
Its logistics business says it plans to produce, now get this, Three million robots, one million unstaffed vehicles and a hundred thousand delivery drones over the next five years.
Arun SundararajanGUEST
Last year, it was over 70 million.
Arun SundararajanGUEST
I was just told this morning by the chief economist of JD.com that over 40% of China's workers today are in non-employment work arrangements of some kind.
Xin GuanHOST
Yeah, we call it flexible employment.
Xin GuanHOST
Yes.
Brady HansmanHOST
He's bearish on paying too much for them.
Brady HansmanHOST
Another company Burry disclosed buying during the summer was JD.com.
Brady HansmanHOST
In July, Burry said he added JD shares at approximately $27.58. And at that point, he described JD as one of his three largest investments.
Brady HansmanHOST
This fits with Burry's broader willingness to look outside the hottest areas of the U.S. market.
12 MINS LATER
Brady HansmanHOST
Now step back for a second, because when you combine everything Burry is doing, his strategy actually becomes pretty easy to understand.
Brady HansmanHOST
On the other side, he's buying companies where he believes expectations have become too pessimistic.
Brady HansmanHOST
Companies like Melina Healthcare, Miracada Libre, JD.com, and Flutter.
Brady HansmanHOST
Businesses where he believes the market may be underestimating their long-term value.
speaker_1HOST
No, not at all.
speaker_1HOST
Traditional EC platforms, Taobao, JD.com, Pinduoduo, they're still absolutely vital.
speaker_1HOST
They often serve as the base or the main store for many retailers.
speaker_0HOST
So it's less about switching platforms, more about adding layers, like a multi-layer strategy.
11 MINS LATER
speaker_1HOST
The source provides some really clear insights on this, linking SKU account strategy directly to how customers use each type of channel.
speaker_0HOST
Okay, let's start with the old guard, traditional EC.
speaker_1HOST
Traditional EC, like your typical website or major platform like Taobao or JD.com, is primarily needs-based and search-driven.
speaker_1HOST
People usually go there already knowing more or less what they're looking for.
Wilford Lamastus Jr.GUEST
And in China was the place where the $23,000 Geisha was sold.
Wilford Lamastus Jr.GUEST
They knew the company JD.com.
Wilford Lamastus Jr.GUEST
They knew, they knew what, what JD was, but they didn't know anything about Geisha coffee.
David PaparelliHOST
Hi, everybody.
44 MINS LATER
Wilford Lamastus Jr.GUEST
And remember, in Dubai was the place where $30,000 Geisha coffee was sold.
Wilford Lamastus Jr.GUEST
And in China was the place where the $23,000 Geisha was sold.
Wilford Lamastus Jr.GUEST
They knew the company, JD.com.
Wilford Lamastus Jr.GUEST
They knew what JD was.
Jon ErlichmanHOST
When he sees value, he moves.
Jon ErlichmanHOST
Long number one, JD.com. Well, more than 90% of the Wall Street analysts like this one.
Jon ErlichmanHOST
So unlike most of what we just went through, this is a case where Barry's actually aligned with the consensus, not fighting it.
Jon ErlichmanHOST
What's notable, though, is how he funded the position.
45 more episodes mention JD.com.
Create an account to see the whole feed, search across every transcript, and follow the entities you care about.