PDD Holdings Inc. American Depositary Shares

**$PDD** is now a value investment. I will break down three categories of why I think it is one of the best companies on the market to buy an ownership stake in—the health of the Chinese economy, automated core value, recent expansion into agriculture. 

Chinese economy highlights:

* Exports grew 60.6% YoY in the first two months of 2021. It’s a sign of what’s to come. 
* Imports jumped 22.2%. The confluence of two-headed growth is telling of rapid economic growth, likely surpassing the GDP growth they observed last year. 
* China’s economy is the only major one that grew 2.3%.

Automated Core Value

* the primary value in PDD appears to be a recommendation engine that performs incredibly well. 
* the group buying feature costa the company nothing to activate as it user generated. It’s practically a social media company where buying is the primary action. 

Agriculture highlights:

* had its first test this lunar new year
* everybody gets a plate, even if you cannot show up. 

Even in the bear market, this is my hedge. 

Love the theme. I think any emerging e-commerce play shows incredible upside in this market.

Charles Keller

JD.com, practically a legacy ecommerce player in China posted 31% revenue growth citing a seemingly permanent shift online for Chinese consumers. You better believe PDD will be at least that high. Today, I bought more. 

My price target for PDD is outrageous so don’t listen to me all the way to $280, but if EV manufacturers allow PDD to sell their cars, double it. 

Marcus Eagan

Revenue up over 100% yoy. Obviously buying more though bummed about the founder leaving. 

Why PinDuoDuo is a Bargain 

Bought <1% more PDD

This member connected a brokerage account and is sharing trades and portfolio performance with the community. 