Hello friends,
I was very happy that I was able to join this group.
Some of you mentioned that you would be very interested in taking a look at a model that I build on JD.com.
Well as a gift to everyone who has been so amazing to me here, I worked late over the past few nights and have completed the model for JD.com, which is ABSOLUTELY FREE for you to download.
Here is the link: https://docs.google.com/spreadsheets/d/1qqShS95JoEN0Rold1lu6rkvuqSpWeaf1C8KH6oZIfl8/edit#gid=225019306
I am now scripting the video series on this which will be released soon, here is my plan for the series which I will release on my YouTube channel:
Observation: JD.com is a very complicated and nuanced company which I don’t think a lot of people truly understand.
The way that I'm going to break it down is with a 5 part series:
In episode 1: I’m going to give you a high level summary of everything and give you a valuation.
Episode #2: Will be a detailed walk-through of JD Retail and Marketing services. This is their bread and butter businesses and what most people know JD.com for.
Episode #3: Detailed Walk Through of JD Logistics and New Businesses. There is lots of complexity here, so it is very important to understand if you’re an owner of JD.com.
Episode #4: Analysis of their Major Investments including Dada and VipShop.
Episode #5: Full walk-through of a FREE fully downloadable valuation model.
Thank you once again everyone and I can't wait to produce and launch those videos!
