Added to YB: 2026-06-29
Pitch date: 2026-06-28
PDD [bullish]
PDD Holdings Inc.
+6.02%
current return
Author Info
No bio for this author
Company Info
PDD Holdings Inc., a multinational commerce group that owns and operates a portfolio of businesses. The company operates Pinduoduo platform, which provides various product categories and interactive shopping experiences; and Temu, an online platform, which enables merchants to streamline their manufacturing and commercial operations.
Market Cap
$785.6B
Pitch Price
$77.74
Price Target
N/A
Dividend
N/A
EV/EBITDA
3.27
P/E
8.87
EV/Sales
0.74
Sector
Broadline Retail
Category
value
Weekend Digest 348: Buy-And-Hold Purchases: MKTX, BSX, BAH, JD, Various LatAm Names - #5
PDD (new position): Chinese e-commerce trades ~5x cash-adjusted earnings, cheaper than JD but lower quality. At new 52-wk low amid market-wide dump of Chinese tech. Author, a structural China bear, nibbles best tech at extreme valuation. Caveat: no cash return to shareholders vs JD's 4% yield.
Read full article (2 min)