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$1.6 trillion asset manager just announced stake in this Michael Burry stock pick
JDJD(JD) Finbold·2025-03-31 14:01

Group 1 - Bank of America has announced a 1% stake acquisition in JD.com, highlighting the company's growth potential and leading position in the e-commerce sector [3][5] - JD.com has gained over 20% year-to-date in 2025, with a current valuation of 40.91[2]Thecompanysdualbusinessmodel,whichincludesdirectsalesandamarketplaceforthirdpartymerchants,isasignificantfactorinitsattractiveness[3][4]Group2JD.comreportedimpressivequarterlyresultswithrevenueof40.91 [2] - The company's dual business model, which includes direct sales and a marketplace for third-party merchants, is a significant factor in its attractiveness [3][4] Group 2 - JD.com reported impressive quarterly results with revenue of 47.5 billion, reflecting a 13.4% year-over-year increase [7] - Analysts from various firms have raised their price targets for JD.com, with Susquehanna increasing it to 45,Citito45, Citi to 56, and Mizuho to $50, indicating positive sentiment in the market [8][9][10] - The company's significant investments in logistics infrastructure are expected to support continued growth, alongside anticipated benefits from government stimulus policies [4][5]