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