Transaction log
Dec 13, 2024 - Bought 20 @ $100.94 (1.10% wtg, opportunistic)
PDD Holdings
Location: Shanghai, China
Estimated fair value history
Dec-24 - $225 (4.5% MFCF yield)
Mar-25 - $194 (5.0% MFCF yield)
Jun-25 - $177
Sep-25 - $179
Dec-25 - $187
Profile
Industry: Internet retail
Sector: Consumer discretionary
Theme: Emerging markets consumer
5-Year shareholder growth: 41.1%/year
Estimated fair value: $187
Valuation assumption: 5.0% MFCF yield
Operating income/gross profit: 38.9%
Insider ownership: 31.4%
Investors: Tom Slater (Baillie Gifford), Tencent Holdings (0700.HK)
History
