Mark_Zenith
2024-12-28

$PDD Holdings Inc(PDD)$ it has temu taking over the world outside and most likely going to take down amazon $Amazon.com(AMZN)$ with its lower prices. This is beyond over sold. They have a business model that is taking over the entire world doing direct from manufacturer straight to the consumer. Nobody else can do it. They have 62% gross margins cause they don't have operating costs of amazon or alibaba. They even do it with farmers selling directly to consumers cutting out the middle man for that as well. No diwsorsification and that cash pile will continue to grow they can use more growth with not much debt. Just like berkshire.

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