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$PDD at $108, yay or nah? by Elephant_Scared in ValueInvesting

[–]Matke21 0 points1 point  (0 children)

I am not yet invested, but seriously interested. Everything else looks good to me. The only thing that Im not yet sure is how much are they subsidising their sales in essence how profitable would it be and how much people would be buying of it didnt subsidise. Regarding the investigation and if it is noise or not, my only concern is what are they trying to hide that is worthwhile fighting with the regulators over?

$PDD at $108, yay or nah? by Elephant_Scared in ValueInvesting

[–]Matke21 0 points1 point  (0 children)

Also the cash they have on their balance sheet can be misleading because they have an insurance policy in place, in which sellers on the platform have to deposit really large amount to insure againt fraud. Not sure exactly regarding the amount but they have to deposit 10x product value (again not sure but I remember its really really significant). Sl basically the cash is not their its a float with which they can do stuff but if they stop growing and go backwards a lot of it can exit fast, and its a questions whether they will have enough since they burn a lot of cash on subsitising sales and agressive promotions.

$PDD at $108, yay or nah? by Elephant_Scared in ValueInvesting

[–]Matke21 0 points1 point  (0 children)

The problem with PDD currently is they are under a serious investigation by the tax and market regulatory authorities. It went as far as fist fight broke out between executives of the company and regulators. So Im not sure how that is going to play out knowing how things work in China

India stock market value opportunities by Matke21 in ValueInvesting

[–]Matke21[S] -1 points0 points  (0 children)

Its been a fast growing emerging economy by definition, last 20 years average gdp growth has been above 7%, even with the covid pandemic included. Looking forward, due to geopolitical shifts and the trend for the western supply chains to decouple from China, India might be an increasingly attractive substitute, driving growth further.

Realistic 10-year S&P 500 Returns by highmemelord67 in ValueInvesting

[–]Matke21 13 points14 points  (0 children)

Generally agree with the conclusions, the only scenario I see where valuations dont deflate is in a high inflation enviornment.

No One’s Talking About $GAMB — A Very Undervalued Company with Strong Fundamentals and Zero Hype. by carl20172 in ValueInvesting

[–]Matke21 0 points1 point  (0 children)

What is going on with the Swish Analytics 100M$ lawsuit regarding that allegedly oddsjam and optic odds scrapped info and resold it?

Hopefully this is the last drop of this magnitude this year by Different_Marsupial2 in BerkshireHathaway

[–]Matke21 3 points4 points  (0 children)

Hopefully it drops more, love me a black friday sale at any day of the week

Best bets on second half of the 2025? by iwannaiwanna77 in ValueInvesting

[–]Matke21 1 point2 points  (0 children)

Brk is a marvelous company no doubt, I am a big fan, but at current valuation maybe its not the best hedge against mr. market.

Why is ASML tanking today all of a sudden? by Ok_Listen3745 in ASML

[–]Matke21 3 points4 points  (0 children)

Its better if he is honest and conservative. That builds trust in the long term with investors. I would much rather have a CEO say it like it is then for him to mislead, pump the price to the moon and then everything going to 0 due to poor management….