Max Hu presented his in-depth investment thesis on (Nasdaq: JD) at Asian Investing Summit 2015. A leading Chinese E-commerce company growing its revenue rapidly at 100%. We simply believe that this is a great business on track to dominate its sector and to become one of the largest company in the world. The business has very wide moats and the moat is widening, built from its past ten years of hard work and dedication to customers. We believe the business will further take market shares from its larger and smaller competitors as it did in the past. Furthermore, we believe the business is at infection point at which its profitability will explode within next two or three years. While this investment idea may not suit traditional deep value investors, it worth serious consideration for any long-term GARP investor.

About the instructor:

Max Hu is the founder and portfolio manager of Tempus Capital Limited, a Hong Kong based investment firm. Max’s investment approach is contrarian, value-driven and focused. His investments have been focused on easy to understand, wide-moat businesses with solid long-term growth prospects. He has worked at Deutsche Asset Management and is a CFA Charterholder. He graduated from Tsinghua University in China, with a degree in physics and mathematics. He has done PhD research in Financial Economics at ETH Zurich and holds a Masters’ degree from University Heidelberg.

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