This is the second piece in our Investor Education Series. This post goes into details on how to piece together financial disclosures to build novel company insights. We go through JD’s disclosures back to 2015 to better understand Alibaba’s ability to monetize their platform. It is our most accounting intensive piece yet, but we believe …
Continue reading "Accounting Insights: Alibaba, JD, and the $330bn Footnote"