Temu surpassed Target in e-commerce visitors within its first year in the US, highlighting Temu's rapid market penetration.
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I'm BUYING a High Quality Business at a DIRT CHEAP price - PDD Stock Analysis
Sep 27, 2026
The creator is increasing their position in Pinduoduo (PDD), a high-quality e-commerce company that has disrupted the market. They highlight PDD's rapid growth, profitability, strong balance sheet with significant cash reserves, and trading at single-digit multiples. The creator believes PDD is exceptionally cheap and offers a high-quality business at a bargain price.
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Amazon is used as a benchmark for PDD's cash flow model and Temu's competitive strategy in the US.
JD.com is mentioned as a competitor that PDD Holdings initially surpassed with its marketplace model.
Alibaba is mentioned as a competitor that PDD Holdings initially surpassed with its marketplace model.
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