CTI26 Notes – Pinduoduo 1Q19 – Disclosure changes, coupons, and take rates

These notes are for China Tech Investor podcast episode 26, listen on overcast or anchor.fm. Pinduoduo announced earnings on May 20th 2019. But, before we jump in, let's look at some excerpts from their SEC filings. Disclosure changes "Furthermore, we offer coupons from time to time to stimulate buyer engagement on our platform." (page 58, …

China Tech Talk 75: Pinduoduo’s free cash flow problem with yours truly

I was a guest on the China Tech Talk podcast [1] to discuss my write up on Pinduoduo's free cash flow conundrum [2]. It was tons of fun. John and Matt asked some really good questions. Many thanks to them for having me! [1] China Tech Talk 75: Pinduoduo's free cash flow problem with James …