《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