Struggling with the decision to add between $BABA $AMZN or $JD π€
$AMZN
β E-commerce tailwinds
β AWS Cloud
β Ads business
β Solid moat with logistics
π’ Good valuation
β Size/Market Cap
β Jeff Bezos out
β Google and Microsoft Cloud
β E-commerce tailwinds
β AWS Cloud
β Ads business
β Solid moat with logistics
π’ Good valuation
β Size/Market Cap
β Jeff Bezos out
β Google and Microsoft Cloud
$BABA
β E-commerce tailwinds
β AliCloud
β Potential Multiple Expansion
β Margin Expansion w/Cloud
β Higher Growth %
π’ Cheapest valuation
β China Anti-trust
β Jack Ma
β More E-commerce competition
β E-commerce tailwinds
β AliCloud
β Potential Multiple Expansion
β Margin Expansion w/Cloud
β Higher Growth %
π’ Cheapest valuation
β China Anti-trust
β Jack Ma
β More E-commerce competition
$JD
β E-commerce tailwinds
β Logistics leader/moat
β Higher runway for growth
β Founder led
π’ Fair valuation
β Lower margins
β Less optionality
β China regulations
β Not the leader in their industry
β E-commerce tailwinds
β Logistics leader/moat
β Higher runway for growth
β Founder led
π’ Fair valuation
β Lower margins
β Less optionality
β China regulations
β Not the leader in their industry
It has been decided.
$AMZN it is.
$AMZN it is.
β’ β’ β’
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