Interesting article...

Interesting article

http://www.wsj.com/articles/china-j...sales-business-as-rival-to-alibaba-1429092049

I keep going back to this interview

There seems to me to be a disconnect. The start of this IPO and now. I feel it is more than just a rapidly shifting marketplace, one that e-cargo is loosing.

Amblique must really be enjoying being stuck in little China. Nothing from them on a break through.

Cash flow is weird and flowing to separate entities (Lau's), the core business of e-commerce is not even close. There are 8 months left in the year, do you see the break even point?

John really took to pointing out the profit points in the business. Every part makes profit, even photography.

As per John the next two should be bumper years, 2016-2017.

If you see it then please let me know. At the moment all I hear is crickets.