Jordi

🔸Dutch Value Investor 🔸Always Learning 🔸Long Term Thinker

[Jordi @Jordirvv]

@chiamakaafc Raheem sterling

[Jordi @Jordirvv]

@Nufc_Kriss Nowadays the defender would have pretended to die and the referee would blow his whistle

[Wesley Chambers @investwithwes1]

@DividendDynasty It is easy to believe when most people would rather invest in what is popular than what will make them money. People crave validation from others.

[Wall St Engine @wallstengine]

$JD Q2’25 Earnings Highlights

🔹 Revenue: ¥356.7B (Est. ¥336.0B) 🟢; +22.4% YoY
🔹 Adj EPS: ¥4.97 (Est. ¥3.60) 🟢
🔹 Net Income: ¥6.2B; -51% YoY

JD Retail:
🔹 Revenue: ¥310.1B; UP +20.6% YoY
🔹 Operating Income: ¥13.9B; UP +38% YoY
🔹 Operating Margin: 4.5% vs. 3.9% YoY

JD Logistics:
🔹 Revenue: ¥51.6B; UP +16.6% YoY
🔹 Operating Income: ¥2.0B; DOWN -10% YoY

New Businesses (incl. JD Food Delivery):
🔹 Revenue: ¥13.9B; UP +199% YoY
🔹 Operating Loss: ¥14.8B vs. ¥0.7B loss YoY

Other Metrics:
🔹 Non-GAAP Net Income: ¥7.4B; DOWN -49% YoY
🔹 Non-GAAP EBITDA: ¥3.0B; DOWN -78% YoY
🔹 Free Cash Flow: ¥22.0B; DOWN -56% YoY
🔹 Gross Margin: UP for 13th consecutive quarter in JD Retail
🔹 Share Repurchases: ¥10.9B in H1’25 (2.8% of shares outstanding)
🔹 Cash & Equivalents: ¥223.4B

CEO Commentary (Sandy Xu):
🔸 “We saw robust growth in user traffic, active customers, and shopping frequency, with JD Retail delivering record 4.5% promotion-quarter margin.”
🔸 “JD Food Delivery achieved initial strategic goals and continues to drive synergies across the ecosystem.”

CFO Commentary (Ian Su Shan):
🔸 “22.4% revenue growth underscores our supply chain strength and user experience commitment.”
🔸 “Operating margin in JD Retail is on a steady upward trend, while we invest at a measured pace in New Businesses.”

[Wesley Chambers @investwithwes1]

@ReturnsJourney FDJ is my sleeping giant.

[Compounding Quality @QCompounding]

“We buy stocks the way we buy toilet paper: high quality, on sale, and in bulk sizes.” - Allan Mecham

[Wesley Chambers @investwithwes1]

People on this platform trade far too much like gambling addicts. Why is it so hard for people to just do nothing and act when you have to act. Everyone just wants to feel like they're doing something all the time. I don't see many long term investors on this platform.

[Andy @evfcfaddict]

If you ignore all the noise and performance from other asset classes, just do valuation work, don’t panic and always stay focused on your own strategy, value investing in stocks is by far the easiest and safest way to get rich in the long run.

[Compounding Quality @QCompounding]

"Volatility is a symptom that people have no idea of the underlying value." - Jeremy Grantham

[Jordi @Jordirvv]

@investwithwes1 High five

[Wesley Chambers @investwithwes1]

My portfolio is cooked😂😂

[Wesley Chambers @investwithwes1]

My favourite quote when it comes to thinking about declining market

[Jordi @Jordirvv]

This is the exact moment I love the Stock Market.

[Compounding Quality @QCompounding]

Quote of the day by Warren Buffett

[Jordi @Jordirvv]

It’s not a risk unless you can lose the fight.

[Wesley Chambers @investwithwes1]

I got hate last time when I said nobody cares about your result when anyone, regardless of strategy, can outperform in good times. The true test of how good an investor you are is how well you do when it looks like the world might end.

[Compounding Quality @QCompounding]

Quote of the day by Joel Greenblatt:

[Compounding Quality @QCompounding]

“Buy a stock the way you would buy a house. Understand and like it such that you’d be content to own it in the absence of any market.” - Warren Buffett

[Compounding Quality @QCompounding]

The only life advice you need: