$PDD

PDD

PDD Holdings Inc. American Depositary Shares

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As of 09-13

09-03

The Intrinsic Value PodcastPublished 2026-09-03

“Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)”

$PDDNo side taken

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

Watch the source1:56:07

Older record

Value Investing with Sven Carlin, Ph.D.Published 2026-09-03

“5 Interesting Value Bets From Investing Quadrant”

$PDDNo side taken

PDD has limited downside risk due to high cash levels, but upside depends on unverified management promises, leading to a cautious assessment.

Management says they are building the next "Pendododo" over the next three years. If they keep their promises, this stock will double or triple in size. If they do not keep their promises, the stock may stagnate.

Therefore, the downside risks due to cash flow and everything else may be limited given what they are building. The potential gains could be substantial. But with these Chinese companies, you should always be wary of those promises.

They are always building and building, investing and investing, and you never know when it will work or not. That's why it falls under the bad category. The results were good, there is still 8% growth , and everything looks good.

Profit margin decreased slightly due to investments. But if you look at cash, short-term investments, and restricted cash , that's a large amount compared to the $60 billion market capitalization of $120 billion, meaning 50% is cash.

But they will use that to build the next "Bendododo" .

Watch the source21:55

Older record

08-25

New MoneyPublished 2026-08-25

“The Super Investors Are Buying BIG.”Li Lu

$PDDBullish

PDD is undervalued, presenting an opportunity for value investors, despite risks.

And with that, we now get to the fifth and final story from this quarter's 13Fs, and we have Li Lu buying a big lot of Pinduoduo. He more than more than doubled their Pinduoduo stake this quarter, adding 133% and it's now sitting at over a fifth of his entire portfolio.

So, for anyone that doesn't know the company, Pinduoduo is a Chinese e-commerce group known for their group buying model, but most outside of China just know them as the company behind Temu.

Watch the source11:33

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