COST - Outlining JD.com's Advantages With Lester Goh (Podcast)
by Daniel Shvartsman
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It's easy to take shortcuts in investing and to make conclusions based on patterns, trends, or what the consensus is or isn't. It's something we talk about on Behind the Idea a lot, and something we do from time to time too.
In his work on JD.com (JD), Lester Goh has gone well beyond the headlines and basic analysis. I had first noticed his work via his twitter feed and then his blog (though