@longrivercm · Long PDD

Today's fun fact: When Colin Huang launched $PDD he defined the vision as "Costco + Disney": relentless supply chain efficiency combined with social, gamified discovery. (it's actually in its initial IPO document) 8 years later, the market is over-focused on the "Disney"

Read asLong PDD

Since the call—

#51 of 214 rankedThe analyst's rank today

High · 0.98Confidence

Thu, Oct 15Tweeted

Fri, Oct 16 closeCounted from

7% of the basket · day 0fades out by Nov 26

Rank per close

Counts from the Fri, Oct 16 close, which is not scored yet.