MarketPulse

PDD Holdings

2 articles
Investing.comInvesting.com··Leo Miller

PDD Stock Plunges 25% Into Value Territory Despite Strong Cash Generation

PDD Holdings trades at 8x forward P/E after 25% decline, despite $15.3B operating cash flow. Growth decelerated to 10%, margins compressed, but supply chain transformation suggests recovery opportunity.
PDDvaluationmargin compression
The Motley FoolThe Motley Fool··Bram Berkowitz

Li Lu Bets Big: Himalaya Capital's $3.5B Portfolio 75% Concentrated in 3 Mega Positions

Value investor Li Lu concentrates 75% of his $3.5B Himalaya Capital fund into Alphabet (44%), Bank of America, and PDD Holdings, betting on AI dominance, financial recovery, and China value.
BACBACpBBACpEBACpKBACpL+14value investingportfolio concentration