PDD

28 בספט׳ 2020i think this is a good one to start buying into here, bit of riskier bet, typical risks that come with Chinese companies currently, decent big money interest, interesting platform ideas, seems like they're always experimenting with new ideas to make their product more addicting, with a little facelift on their product i think they have a decent chance of competing with JD.com and even Alibaba long term, i'm thinking we're back to the 88 to 92 level next quarter

12 באוק׳ 2020

הערה

nice pop here on PDD, this is a good fair value level for it so i'm taking some out here and will look to add back if there's a correction, if this company is still projected to grow at the rate forecasted i think it's good to hold through earnings as well