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Pinduoduo is really underestimated.
With a PE of around 10X, it has nearly half of its market value in cash.
For example, if you were to acquire Pinduoduo 100%,
you wouldn't have to worry about whether the stock goes up or down; even if Pinduoduo doesn't grow at all,
you would only need 5 years to break even.
But it just keeps growing wildly.
Currently, domestic competitors like Taobao and JD have already lost; JD has given up competing with Pinduoduo and has turned to team up with Taobao against Meituan, because they can't compete with Pinduoduo anymore.
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