“Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)”
PDD is an interesting company with fantastic numbers that the speaker owns, but due to volatility, competition, and disclosure difficulties, he is not eager to buy more and uses it mainly to understand MercadoLibre.
Um and C Limited is sort of going into the same direction which is where you see the take rate over time um increasing. It's a company that I find very interesting. Um after our podcast on it I bought it.
Um I built a position. Um since then I think it has also performed quite well although it's you know pretty volatile so I wouldn't be surprised at all if if we see completely completely different prices again um in the future