PDD.US – Initial Analysis

PDD.US [November 17, 2018] * Initial Analysis * Business Model PDD is platform-on-a-platform marketplace which leverage established social network of foundation platform to aggregate consumer demand at large volume for merchants enabling deep volume discount for consumers. Current Monetization / Revenue Stream Currently, PDD monetizes the marketplace by providing online marketing services to merchants and … Continue reading PDD.US – Initial Analysis


Pre-Thesis -Proj B2B

[Preliminary Investment Thesis on Project B2B] *Background and Initial Thoughts* This my first day attending the CS China Conference in SZ. I met four companies and saw a product demo presented by HOLT team. Among four companies, one company is in an industry with headwind, one company might have financial difficulties, and one company with … Continue reading Pre-Thesis -Proj B2B