To The Moon

Pinduoduo (PDD) & Bilibili (BILI) both recently impressed investors with their latest earnings reports🤩🤩🤩 $Bilibili Inc.(BILI)$ $Pinduoduo Inc.(PDD)$ $Alibaba(BABA)$ $JD.com(JD)$ Since my last sharing with you on 29/11, both stocks have🚀🚀🚀🌕 & BABA & JD have rebounded as well. However, bothBILI & PDD outshined BABA & JD... So let's look at PDD's & BILI's business model together🕵🏻‍♀️🕵🏻‍♂️ (1) PDD is 🇨🇳 's 3rd-largest e-commerce company after BABA & JD. ⭐️ It initially differentiated itself by selling discount products in lower-tier cities, & it encouraged shoppers to team up to score even steeper discounts on bulk purchases. ⭐️ Subsequently, it started to sell fresh produce🍅🥦🌽🫐🍇 at competitive prices by facilitating farm-to-table purchases, skipping over middleman retailers. ⭐️⭐️ PDD’s status as an underdog in the Chinese e-commerce market has largely shielded it from the antitrust scrutiny that has throttled BABA’s growth over the past 2 years. PDD has also even likely benefited from the draconian restrictions against BABA. (2) BILI’s streaming video platform hosts a wide range of licensed & user-created content. ⭐️ It's a popular destination of ACG (anime, comics, and gaming) content, & it operates on a freemium model: Free users can watch ad-supported content, while its paid users gain access to ad-free streams & unlock additional content. ⭐️ It also publishes video games, hosts digital comics online, & operates an e-commerce marketplace (which is integrated into BABA’s Taobao) for tie-in merchandise. ⭐️⭐️ BILI’s popularity among Gen Z users enabled its streaming video platform to continue to gain new advertisers & flourish in the shadow of larger premium platforms like Tencent Video & $iQiyi Inc.(IQ)$ Its gaming business (26% of its revenue last quarter) also continued growing -even as Chinese regulators implemented tighter playtime restrictions for minors & limited their approvals of new video game licenses. Would you choose BILI or PDD based on their business model fellow🐯🐯🐯❓Or wouldyou still choose BABA & JD despite their smaller rebound than BILI & PDD❓Do share your reasons for choosing❣️ @TigerStars @CaptainTiger @MillionaireTiger @Daily_Discussion (9/12)