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Johnny M
@johnnyewiss
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Value Investor No investment advice, all just for discussion purposes
Joined November 2024
@zoomyzoomm @timothyhliu5 Ah, thanks! And is the total amount of taxes paid on multiple de minimis packages higher than for the same goods arriving in bulk from China to the USA? Is there some information/sources to quantify the difference?
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@timothyhliu5 @zoomyzoomm Thx! I don't understand why selling more "local" products helps PDD bypass taxes. If goods come from China and stored in warehouses, taxes are still paid upfront. It's different if the merchants are us, but it's not the case for most products sold with the "local" label, right?
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RT @timothyhliu5: Good illustration of how fast $PDD moves - Temu's US traffic allocation has shifted almost entirely to "local" products (โฆ
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RT @wolfofharcourt: PayPal Earnings Preview $PYPL reports its Q4 2024 earnings tomorrow and the consensus estimates are as follows: Reโฆ
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RT @ValleyFallsRI: For those who think $PDD Pinduoduo and Temu are suspicious and potentially fraudulent I'd ask you to circle that with thโฆ
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RT @nataninvesting: ๐
๐ผ๐ ๐ฎ๐ฌ๐ฎ๐ฑ ๐๐๐๐๐๐๐๐๐ ๐๐๐ฟ๐ผ๐๐ Natan YTD: +11.7% S&P500 YTD: +2.7% TOTAL RETURNS (Jan 2022) Natan's portfolio: +68.6% *โฆ
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@Jeff_T_Enriquez I agree. It seems that there is a low probability of losing money and an interesting probability of buying at an attractive price at the moment (?)
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RT @kevinlhr88: $PDD I believe 2025 will be a turning point for Temu. As I mentioned in previous post, Temu will be testing ads system. Lasโฆ
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RT @EHuanglu: China's AI wins again Alibaba just secretly dropped Qwen 2.5 Max AI, it takes AI video generation to next level and.. it's fโฆ
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RT @nataninvesting: $BABA is up 5% after releasing a best in class AI model ๐คฏ I expect double digit revenue growth in Cloud division in neโฆ
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RT @MarienLechevin: $evo $evvty Month is not finished but i can't resist to uptdate the datas from January 2025 some hours before the yearlโฆ
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RT @Alibaba_Qwen: The burst of DeepSeek V3 has attracted attention from the whole AI community to large-scale MoE models. Concurrently, weโฆ
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