Sell PDD by Nov 13, 2026.

It obviously looks cheap at the moment but given how much competition there is in the sector, both within China and outside of it, I don't think there's much of a moat around the business. Temu has a terrible reputation and I've seen many cases where a product differs substantially from what was advertised on their website. Just look at some of these [**examples**](https://www.google.com/search?q=temu+couch+meme&sca_esv=113f45d49e2c0707&sxsrf=APpeQnvj7IuhhhYGCYkF4HFDMnqcckc6ZQ%3A1786789632669&source=hp&ei=AD-AauXmJYXg7_UPz_Ta8AM&iflsig=ABILxe8AAAAAaoBNEIyTnwBSsEEpq0DWBXzoy32QtFi7&udm=2&oq=te&gs_lp=Egdnd3Mtd2l6IgJ0ZSoCCAAyChAjGMkCGPAFGCcyChAjGMkCGPAFGCcyChAjGPAFGMkCGCcyChAAGIAEGIoFGEMyEBAuGIAEGIoFGEMYxwEY0QMyChAAGIAEGIoFGEMyExAuGIAEGIoFGEMYsQMYxwEY0QMyChAAGIAEGIoFGEMyEBAAGIAEGIoFGEMYsQMYgwEyDhAuGIAEGLEDGMcBGNEDSLwJUI4BWP0BcAF4AJABAJgBY6ABxwGqAQEyuAEByAEA-AEBmAIDoALVAagCCsICBxAjGOoCGCfCAg0QIxjwBRjJAhjqAhgnwgINECMYyQIY8AUY6gIYJ8ICBBAjGCfCAhYQLhiABBiKBRhDGLEDGIMBGMcBGNEDwgIREC4YgAQYsQMYgwEYxwEY0QOYAwfxBcLyKi1Vv2lykgcDMS4yoAfaG7IHAzAuMrgHzgHCBwUwLjIuMcgHCoAIAQ&sclient=gws-wiz). Finally, the EU are making it harder to justify ordering from China. There's now a 3 …