wu fan|May 26, 2026 16:04
PDD earnings report tomorrow
Already analyzed it last time
If you exclude the cash portion,
PDD is only at 5x PE
Buying and holding at a price of 90-100
The chances of losing money are very small
As for Temu, valuing it entirely as a negative asset
Is extremely unreasonable
Also bought it with an investment mindset
Occasionally selling calls
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