TIVP084: PINDUODUO (PDD): IS PDD THE BEST BUY IN CHINA?

W/ DANIEL MAHNCKE & SHAWN O’MALLEY

TIVP084: PINDUODUO (PDD): IS PDD THE BEST BUY IN CHINA? W/ DANIEL MAHNCKE & SHAWN O’MALLEY

19 July 2026

Daniel Mahncke and Shawn O’Malley take a deep dive into Pinduoduo (NASDAQ: PDD), the Chinese retail giant that has overtaken local competitors like Alibaba and JD.com and expanded internationally with Temu, which has become the most-downloaded e-commerce app in the world.

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IN THIS EPISODE, YOU’LL LEARN:

  • How PDD became one of China’s leading marketplaces
  • What makes PDD’s business model stand out
  • How PDD compares to Chinese competition
  • Whether PDD is valued attractively
  • Whether Shawn and Daniel add PDD to the Intrinsic Value Portfolio

For the full show notes, go to this page.

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