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Home > Not Boring > Pinduoduo: Together, More Bull, More Bear, More Fun
Podcast: Not Boring
Episode:

Pinduoduo: Together, More Bull, More Bear, More Fun
Category: Business
Duration: 00:57:38
Publish Date: 2021-07-26 15:00:48
Description:

Pinduoduo is the fastest company in history to reach both $5 billion in revenue and a $100 billion market cap. The Chinese ecommerce platform, famous for popularizing the team buying and consumer-to-manufacturer (C2M) model, was the talk of the town last summer, and it's had an even more fascinating intervening 12 months. I teamed up with Lillian Li of Chinese Characteristics to go deep, and give the bull and bear cases, including:

  • A Brief History of Pinduoduo
  • What Does Pinduoduo Do?
  • Can PDD’s Model Work in the West?
  • Recent Developments: Leadership, Grocery, Agriculture, and Payments
  • The PDD Bull Case -- Packy
  • The PDD Bear Case -- Lillian
  • Beyond Pinduoduo
     

You can read the full piece at Not Boring.

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