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Great write up Wes. I especially like your checklist, great things to look for when analyzing a company.

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Thanks I appreciate the kind words. It’s my favourite too as it helps put things into perspective

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Nov 1, 2023·edited Nov 1, 2023Liked by Wesley

How do they plan to "indirectly own more than 50% of the shares in both units " and still be in control? Are they going to have different management and everything? Is it going to be like BAM?

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It just means jd will own 50% of the shares outstanding and not much has been said regarding the management side. If you click on the hyperlink in that section it should bring up an article

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Great read as always Wes! Didn’t realise that’s what JD stood for even after all these years, super detailed 👏

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Thanks I appreciate it. To be honest a lot of people say the same thing. I think their name is pretty cool as well

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Well done, Wes! Very structured and easy to follow👍 Can‘t believe that Chinese giants are on a mega sale just because of the China factor.

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