RalphWood
08-29

$JD.com(JD)$ I own BABA $Alibaba(BABA)$ . JD has very high quality logistics. BABA is more dynamic in terms of businesses and global. Both are high quality businesses selling at cheap valuations. If I had to pick one I’d go with BABA simply because of the international growth aspects plus way more tech/ai/cloud capabilities than JD.

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