PDD Holdings: Strong Buy With An Outsized CAGR Likely Until 2026

Group 1 - PDD Holdings (NASDAQ: PDD) presents a strong value and growth opportunity with a two-year 37% enterprise value CAGR and a 43.5% margin of safety for investment based on the valuation model [1] - The macroeconomic conditions in China are expected to slow significantly, which may impact the company's performance [1] - The investment analyst Oliver Rodzianko specializes in the technology sector, focusing on AI, semiconductors, software, and renewable energy, emphasizing companies with resilient management and competitive advantages [1]