The Intrinsic Value Podcast 对 $PDD 的判断变化

2026-09-03
Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)
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。

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,