June 17, 2021
Here are our core holdings for 2021 – It is not advice, but simply where we feel we can hold through peaks and troughs. Pinduoduo [Nasdaq:PDD] With 13 % of the Chinese online market and a leader that is simultaneously unknown and richer than Jack Ma, we like PDD. PDD mixes social and eCommerce where individuals group up to buy at a discount and PDD is very popular in the Tier 2&3 cities ( Say 8million or so). With a…
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