Everything said about
3690.HK
+ Watchlist1
Ideas · 30d
1
Episodes
5.0
Avg depth
1
Ideas · all time
The conversation · most recent first
26 JULWE 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."
Core thesis · 5/5