PDD 全部观点

PDD 这一页 3 条观点条目,其中 0 条方向发生变化。

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Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)
$PDD未站边
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,

5 Interesting Value Bets From Investing Quadrant
$PDD未站边
PDD因高现金水平下行风险有限,但上行取决于未经证实的管理层承诺,因此评估谨慎。

管理层表示,他们将在未来三年内打造下一个“拼多多”。如果他们信守承诺,这只股票的价值将翻倍或增至三倍。如果他们不守承诺,股票可能会停滞不前。因此,考虑到他们正在建设的东西,现金流等方面的下行风险可能有限。

潜在收益可能相当可观。但对于这些中国公司,你总是要警惕那些承诺。他们总是在建设、建设,投资、投资,你永远不知道什么时候会成功。这就是为什么它属于“糟糕”类别。业绩不错,仍有8%的增长,一切看起来都很好。

New Money发布 2026-08-25
The Super Investors Are Buying BIG.Li Lu
$PDD看涨
PDD被低估,为价值投资者提供机会,尽管存在风险。

说到这里,我们现在来到本季度13F的第五个也是最后一个故事,李录大量买入拼多多。他本季度将拼多多的持股增加了一倍多,增加了133%,现在占其整个投资组合的五分之一以上。

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.

所以,对于不了解这家公司的人来说,拼多多是一家中国电商集团,以其团购模式而闻名,但中国以外的大多数人只知道它是Temu背后的公司。

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.

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