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Buffett's senior apprenticePinduoduo will release its Q4 earnings report on the 25th.
Pinduoduo releases its earnings report, and the announcement timing is never proactive, consistently only one week in advance.
This time is the same, it was only announced today, and the Q4 earnings report will be released next Wednesday.
Meanwhile, Tencent released its Q4 earnings report today.
After no longer holding the position, it's indeed a weight off my shoulders.
I pay less attention to the details, and my focus is also less, only watching WeChat closely.
But WeChat's product updates, like Pinduoduo's news, are pitifully few.
Although the outside world is being turned upside down by AI, these two still maintain a posture of "Let the strong be strong, the gentle breeze brushes the mountain ridge."
Take a deep breath, and raise a glass to the classical product managers, you have to admit they're good. (laugh)
But actually, the logic of investing in WeChat is very similar to investing in Pinduoduo, you only need to think about one question.
What can disrupt it.
Other than this question, all other questions, like revenue, like profit, are actually trivial details in the face of a long cycle and are not important at all.
Just like looking back at 2011, the dominant QQ probably never expected its golden age to end so abruptly.
WeChat would make a dazzling entrance like a king.
Now AI is advancing rapidly, and following PC and mobile internet, the AI internet is a foregone conclusion.
Under the new paradigm, will WeChat become the QQ of 2011?
Similarly, is there a path for Pinduoduo's logic to be disrupted?
This is the truly life-and-death top priority.
But even so, seeing Pinduoduo about to release its earnings report, I'm still quite happy.
On one hand, the stock price has been too flat recently, regardless of whether it goes up or down, let's have some volatility.
On the other hand, the tight-lipped management finally has to come out and say a few words.
After all, price fluctuates around value, and information always tends towards symmetry.
This is the most certain thing in investing.
$PDD(PDD.US)
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