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Which podcasts are discussing JD?
4 ATTRIBUTED IDEAS · 2 EPISODES · 2 SHOWS
The shows
We Study Billionaires - The Investors Podcast Network
Monetary Matters with Jack Farley
Where the discussion went deepest
16 JUL4W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 42:12
PDD outlasts competitors in Chinese group-buying e-commerce
“The structural cost advantage of PDD Holdings' zero-inventory C2M model and focus on low-ticket, gamified e-commerce allowed it to win market share over traditional giants and achieve high profitability.”
TIP831: Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke and Shawn O'Malley · with Temu
Core thesis · 5/5Verify in source →
16 JUL4W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 05:53
Team buying creates unique social e-commerce moat
“The thesis presented is that PDD's 'team buying' model and focus on conversion create viral network effects and unit economics that enable high profitability despite hyper-competitive markets.”
TIP831: Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke and Shawn O'Malley · with Temu
In depth · 4/5Verify in source →
2 JUL2 JULMONETARY MATTERS WITH JACK FARLEY · 1:03:42
16 JUL4W AGOWE STUDY BILLIONAIRES - THE INVESTORS PODCAST NETWORK · 57:43
Douyin disrupts lower-tier Chinese e-commerce
“The speakers argued that Douyin's live-streaming and algorithmic discovery model is directly threatening PDD's core lower-tier city consumer base.”
TIP831: Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke and Shawn O'Malley · with Temu
Substantive discussion · 3/5Verify in source →
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