Transaction log

  • Dec 13, 2024 - Bought 20 @ $100.94 (1.10% wtg, opportunistic)

PDD Holdings

Location: Shanghai, China

 

Profile

Industry: Internet retail

Sector: Consumer discretionary

Theme: Emerging markets consumer

5-Year shareholder growth: 52.9%/year

Estimated fair value: $225

Valuation assumption: 4.5% MFCF yield