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Pinduoduo

7 statements across 1 episodes · 5 bullish · 0 bearish · 1 people on the record · first statement Apr 2, 2021 by Alex Lieberman · said 35 times in 2 episodes since 2021 · across every show →

Mentions by year

brought up most by Alex Lieberman (35)

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2021 35 mentions in 2 episodes 18 per episode

every mention, scene by scene, with the transcript →

Everything said about Pinduoduo, oldest first

Apr 2, 2021 neutral
Assertion Not publicly verifiable
Tissues are Pinduoduo's number one bestselling product
“Things like perishables, clothing, and their number one seller, which is tissues.”
Alex Lieberman Apr 2, 2021 ▶ 13:51 The Billion Dollar Builder
Apr 2, 2021 positive
Assertion Supported
Young tier 3 and 4 city consumers drive 60% of China's spending growth
“And also, according to research, spending by young consumers in these smaller cities in China is accounting for 60% of spending growth in the country.”
Alex Lieberman Apr 2, 2021 ▶ 13:07 The Billion Dollar Builder
Apr 2, 2021 bullish
Assertion Supported
Pinduoduo grew revenue 119x from $71M to $8.5B in six years
“The company has gone from seventy one million dollars of revenue in its first full year of business in 2016 To eight and a half billion dollars or 119 X in just six years of business.”
Alex Lieberman Apr 2, 2021 ▶ 2:55 The Billion Dollar Builder
Apr 2, 2021 bullish
Assertion Supported
Pinduoduo reached $8.5B in 2020 revenue, taking 14% of China's e-commerce
“It has quickly become one of the largest e-commerce companies in China and the entire world, doing 8.5 billion dollars in revenue in 2020 and taking up 14% of the entire e-commerce market in China.”
Alex Lieberman Apr 2, 2021 ▶ 2:15 The Billion Dollar Builder
Apr 2, 2021 bullish
Assertion Supported
Pinduoduo grew to a $200B market cap in just six years
“How were they able to grow from zero to two hundred billion dollars In market cap in six years.”
Alex Lieberman Apr 2, 2021 ▶ 12:04 The Billion Dollar Builder
Apr 2, 2021 positive
Opinion
Gamified social buying was the key unlock for Pinduoduo
“The last part of that sentence was the great unlock for what became Pinduoduo, gamifying the experience to encourage friends to buy the same product.”
Alex Lieberman Apr 2, 2021 ▶ 11:01 The Billion Dollar Builder
Apr 2, 2021 neutral
Assertion Supported
Women make up 70% of Pinduoduo's user base
“70% of Pinduoduo's users are women.”
Alex Lieberman Apr 2, 2021 ▶ 12:54 The Billion Dollar Builder
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