2026-03-25 15:19:52

Share a logic for buying Pinduoduo (PDD), bring on the criticism 👇

1️⃣ About $60.4 billion sitting on the balance sheet (cash and equivalents + short-term investments)

2️⃣ Full year 2025 total revenue YoY +10%; Q4 single quarter revenue 123.9 billion, YoY +12%. At this scale, maintaining double-digit growth is basically rock solid fundamentals

3️⃣ Current PE has been emotionally beaten down to 9.5x - 10.5x. By comparison, Alibaba's PE has already bounced back to around 22x - 24x

Less than 11x PE, buying a money-printing machine with over $600 billion lying on the balance sheet and still growing double digits

Welcome all counterarguments and criticism - what's the biggest risk factor?

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