PDD是一家有趣的公司，数据出色，说话者持有其股票，但由于波动性、竞争和披露困难，他不急于增持，主要用它来理解MercadoLibre。
逐段跳播
而 C Limited 也朝着同样的方向发展，你会看到费率随时间增加。这是一家我觉得非常有趣的公司。在我们关于它的播客之后，我买了它。我建立了一个仓位。从那以后，我认为它表现也相当不错，尽管它相当波动，所以如果未来我们再次看到完全不同的价格，我一点也不会感到惊讶。
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
对我来说，如果我看它，让我们看看我们从哪里来，我想我是在 80 到 90 左右买的，可能是三月，我们可能是在三月推介它的，我认为它上涨了大约 50%，所以我们实际上——我没有意识到我们抓住了底部——通过推介，有趣。但再次，这是一只波动的股票。它可能很快变化。
I think to me um if I look at it let's see where we coming from I think bought it like 80 to 90 something like that um wasn't March it could have been in March that we actually pitched it um which is I think it's about 50% so we actually I didn't realize that we caught the bottom um with the pitch interesting. But again, it's a volatile stock. It could change quickly. Um,
是的，我不是特别渴望拥有它，但它是那种我真的很喜欢关注的公司，如果有的话，为了帮助我理解我们对 Marcato Libre 的投资。
yeah, I I I'm not falling over myself to to own it, but uh it's one of those that I really enjoy keeping an eye on, if anything, to inform uh help inform my understanding of our Marcato Libre investment.
是的。是的。我认为这也是一个不利因素，这使得在一个竞争激烈得多的地区变得更加困难。我们在亚洲覆盖的许多其他公司身上也看到了这一点。所以，你离得更远，竞争更激烈。这从来都没有帮助。
而且如果信息披露更困难一些，或者在某种程度上不那么好，这并不会为你的决策增加太多确定性，但我认为总的来说，这是一家便宜的公司，财务数据非常出色。而且显然，人工智能和机器人技术可能带来的所有好处，那些也适用于亚马逊和Meta的好处，同样也适用于Constellation。
总的来说，这是一个我喜欢的行业，当它被市场有些冷落或不太受欢迎的时候。
Yeah. Yeah. I think it's um it's it's also a bad which kind of makes it more difficult on a part of the world that is way more competitive. We've seen that with a lot of other companies that we covered in in Asia. Um, so you're further away, it's more competitive. Um, that never helps. And if then the disclosures are a bit more difficult, um, or not as good to some extent, um, it doesn't add a lot of certainty, um, to your decision-m, but I think generally it's a it's a cheap company with fantastic numbers. Um, and obviously all the benefits that could come through AI and robotics that also apply to Amazon and Mac Libra would also apply to um, to Simon. It's generally an industry that I that I sort of liked um when it was a bit bit more disliked or a bit less popular um for the general market.
这个频道对 $PDD 的历次判断
The Intrinsic Value Podcast 在这只股票上只有这一条判断。