u/Murky_Obligation_677

Reddit r/ValueInvesting
· tracked since May 2026
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 1
90d 1
Best Calls
No live winners yet
Worst Calls
PDD long -16.5%
Most Mentioned
PDD ×1
Recent Calls
PDD long 4 weeks ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 0%
30d —
90d —
Average Return -16.5% Long Return -16.5% Short Return -
Average Return
7d -6.6%
30d —
90d —
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PDD PDD Hold... PDD Holdings (Pindu...
Long
May 07
$102.31
-16.5%
PDD’s enterprise value is ~$75B after netting cash/investments, while economic EBIT (capitalizing S&M with 3–5 year life) is $17–20B, yielding an EV/EBIT of ~4–4.5x. Temu is still in growth hacking phase and just reaching profitability; as reinvestment slows, free cash flow should explode upward, making current valuation unjustifiably low. PDD is a classic winner-take-all tech cash gusher trading at a deep discount due to China risk and secrecy, offering asymmetric upside. Escalation of US-China trade war could throttle Temu’s US growth; regulatory crackdown in China on VIEs; founder may delay capital returns indefinitely; competition from Alibaba/JD/Amazon could intensify.
PDD’s enterprise value is ~$75B after netting cash/investments, while economic EBIT (capitalizing S&M with 3–5 year life) is $17–20B, yielding an EV/EBIT of ~4–4.5x. Temu is still in growth hacking phase and just reaching profitability; as reinvestment slows, free cash flow should explode upward, making current valuation unjustifiably low. PDD is a classic winner-take-all tech cash gusher trading at a deep discount due to China risk and secrecy, offering asymmetric upside. Escalation of US-China trade war could throttle Temu’s US growth; regulatory crackdown in China on VIEs; founder may delay capital returns indefinitely; competition from Alibaba/JD/Amazon could intensify.
Consumer
REDDIT
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