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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The Intrinsic Value Podcast发布 2026-09-03
《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

看原视频1:56:07
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Value Investing with Sven Carlin, Ph.D.发布 2026-09-03
《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。

利润率因投资而略有下降。但如果你看看现金、短期投资和受限现金，相对于1200亿美元的市值，这是一大笔钱，意味着50%是现金。但他们将用这些钱来打造下一个“拼多多”。

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" .

看原视频21:55
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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.

看原视频11:33
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