TIP831: Pinduoduo (PDD): Is PDD the Best Buy in China? w/ Daniel Mahncke and Shawn O'Malley
Listen to the original audio · Transcribed with NVIDIA Parakeet · Why times can differ in your player
You're listening to TIP. So imagine two companies. One is Chinese and the other one is American, and the connection between them is It's pretty surprising and I'm Actually pretty sure you'll get a kick out of it.
Alright, I I'm intrigued. Go on. So for context. One is worth approximately a twillion dollars. And the other is worth approximately a trillion yuan. And Both of those companies have
About half a billion of cash in their respective currencies on their balance sheet. Both offer no guidance. And both offer limited inside. Into the business generally. So do you have any idea?
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