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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