Hate commenting on price action, but this is pretty historic. $PDD is now the most valuable ecom company in China. Couldn't have fathomed this 5 years ago (IPO), or even when we published our original $PDD memo last year. https://t.co/g3NHyg70LX https://t.co/sOihjLQpSS https://t.co/e9zV1q3HLR
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