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COST - Outlining JD.com's Advantages With Lester Goh (Podcast Transcript)
Costco Wholesale Corporation
Editors' Note: This is a transcript discussion of our recent podcast interview with Lester Goh on JD.com. We will be publishing an interview with a bear on the stock on Tuesday, so stay tuned for that.
Introduction
Daniel Shvartsman: On this week's Behind the Idea, we invite JD.com bull, Lester Goh to share his research and take on the e-commerce titan. One of the things we get into is Richard Liu's central role in a lot of people's views of the company and the flaws therein.
Lester Goh: I think more generally the point, that