In today’s post:
💰 Half This Company Is Cash
💰 Half This Company Is Cash
A $125 billion company with $67 billion sitting in the bank just missed on revenue. The market barely reacted.
PDD Holdings $PDD ( ▼ 1.48% ) trades at 7.2x forward earnings. That's the multiple you hand a business you expect to shrink.
PDD grew 8% last quarter and printed a 25% operating margin.
So which is it? A value trap, or the cheapest top-three e-commerce name in the world's second-biggest economy?
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