Chinese E-Commerce owns American E-Commerce ($BABA, $JD, $AMZN)

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Basically, Amazon ($AMZN) ain't got sh*t on Alibaba($BABA). This piece explores the explosion of m-commerce/e-commerce in China where consumers spent $750b online in 2016 - more than the US and UK COMBINED. Yeah, let that sink in. To point, JD.com ($JD) reported earnings earlier this week that blew the lid off and the stock promptly soured. 

What the Pros Say (3/26/17)

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  • International Retail. Hey! Not to be defensive or anything but there's absolutely nothing "usual" about this newsletter, Baker McKenzie! In fact, ya'll didn't need to fly abroad to INSOL to know that "technology disrupters" are impacting things: you just have to read us every week! What you miss is that all of the examples you site - Uber, Alibaba and Facebook - are "platforms" matching end users with service/product providers, see, also eBay, Amazon. We highly recommend you read "Modern Monopolies" by Alex Moazed and Nicholas L. Johnson to understand more on this topic. You can get it here. See also the second chart above.
  • Jevic. Whoa. The Supreme Court decision is in. Now open the firm marketing floodgates: Willkie Farr & Gallagher LLP's Marc Abrams, Matthew Feldman, Joseph Minias and Paul Shalhoub were among the first to provide a fulsome summary of the decision. As were Weil's David Griffiths and Vincent Yiu here. And Squire Patton Boggs LLP's Kate Thomas here.