$PDD

Bendodo is a high-risk, positive-reward bet; building a third global business could double or triple its value to 200-300 billion.

BullishHe framed it in years
“3 Positive Asymmetric Buys From The Bets Quadrant...”
Value Investing with Sven Carlin, Ph.D.Published Oct 7 · 2 passages
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However, Bendodo, with a market capitalization of 107 billion, has 66 billion in cash, leaving 50 billion for the company, meaning its price-to-earnings ratio is four.

They started with a group buying model, and performed exceptionally well in China. Then they went global , becoming a huge business in just a few years. And now they are building "Shin Bin Mo," a direct-to-consumer business for brands.

They are investing 100 billion yuan, which is 15 billion out of 66 billion in cash. The goal within 3 years is to build another "Bendodo" company . Considering the cash flow, and everything else, and considering that they have already built, very quickly, two great global companies.

If they build the third one, the price-to-earnings ratio will rise to 15, the profits will be higher, and you will have a business worth 200 billion, maybe 300 billion, double or triple .

Given their cash flow and the businesses they own, Timo may be heading towards profitability. This is another bet with very high risks and positive rewards .

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Value Investing with Sven Carlin, Ph.D. has 2 calls on this stock; only the adjacent ones are shown.

2026-10-07BullishThis one
However, Bendodo, with a market capitalization of 107 billion, has 66 billion in cash, leaving 50 billion for the company, meaning its price-to-earnings ratio is four.
2026-09-03
Management says they are building the next "Pendododo" over the next three years. If they keep their promises, this stock will double or triple in size. If they do not keep their promises, the stock may stagnate. Therefore, the downside risks due to cash flow and everything else may be limited given what they are building. The potential gains could be substantial. But with these Chinese companies, you should always be wary of those promises. They are always building and building, investing and investing, and you never know when it will work or not. That's why it falls under the bad category. The results were good, there is still 8% growth , and everything looks good. Profit margin decreased slightly due to investments. But if you look at cash, short-term investments, and restricted cash , that's a large amount compared to the $60 billion market capitalization of $120 billion, meaning 50% is cash. But they will use that to build the next "Bendododo" .
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