Evidence receipt / uncertainty
Published · transcript-backedDavid Rosenthal: uncertainty
16 Jul 2020 Acquired Pinduoduo
“One reason I'm hesitant to say is I don't know enough about JD, about what their strategy is and what a bull and bear case for JD would be.”
Source trail
Everything needed to verify it.
- Speaker
- David Rosenthal
- Attribution
- Verified speaker
- Claim type
- uncertainty
- Recorded
- 16 Jul 2020
- Publisher
- Acquired
- Episode
- Pinduoduo
Transcript context
…Yup. To give an answer, because we're going to waffle on the fence, I'm going to say I'd rather be Alibaba. I'd rather be Taobao,especially at these prices. A big part of my analysis is PDD is so freaking expensive. I’m curious where you fall down on that. It's interesting. I'm hesitant to say. One reason I'm hesitant to say is I don't know enough about JD, about what their strategy is and what a bull and bear case for JD would be. Certainly it seems like they have the most attractive unit economics in the space. They look like Amazon, and they have a very affluent base.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.