Bendodo是高险正回报的押注；打造第三项全球业务可能使其价值翻倍或翻三倍，达到2000至3000亿。
逐段跳播
然而，Bendodo 的市值为 1070 亿，拥有 660 亿现金，留给公司的是 500 亿，这意味着它的市盈率是四倍。
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.
他们从团购模式起步，在中国表现异常出色。然后他们走向全球，在短短几年内成为一项巨大的业务。现在他们正在打造“Shin Bin Mo”，一个面向品牌的直接面向消费者的业务。他们投资 1000 亿元人民币，也就是 660 亿现金中的 150 亿。
3 年内的目标是再打造一家“Bendodo”公司。考虑到现金流，以及其他一切，再考虑到他们已经非常迅速地建立了两家伟大的全球性公司。如果他们建立起第三家，市盈率将升至 15，利润将更高，你将拥有一家价值 2000 亿、也许 3000 亿的企业，翻倍或翻三倍。
鉴于他们的现金流和他们拥有的业务，Timo 可能正走向盈利。这是另一笔风险极高、回报为正的赌注。
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 .
这个频道对 $PDD 的历次判断
Value Investing with Sven Carlin, Ph.D. 在这只股票上共 2 条判断，这里只列相邻的几条。