2024 Cost of Living Crisis in the U.S.: E-commerce's Battle for Survival

ECOM Industry Research Video: Over the long-term, I think the best ECOM companies with significant potential is Temu's parent company PDD Holdings (PDD) and Amazon (AMZN) in the U.S. Alibaba could be a deep contrarian opportunity as well.

#temu #ecommerce

Over the coming years, I think PDD and AMZN have at least 20% upside. This video is focused on a deep-dive research on the ECOM industry with a focus on the types of business models that both TEMU and Amazon employ to find success in their consumer markets.

TEMU's team partnered with me so that we can objectively discuss their unique business model that is allowing them to gain more popularity with consumers.

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Slides to the Video to learn more about TEMU: https://forms.gle/YZ98XWxWcNXHgDCk6

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1.) My Wealth Building Community (through Active Investing/Trading) on Substack (Over 21,000+ Public Readers): https://larrycheung.substack.com/
3.) Twitter ( @LarryCheungCFA where I sometimes post free ideas ) https://twitter.com/LarryCheungCFA
4.) Instagram (Come follow me @LarryCheungCFA where I periodically post Trade Recaps): https://www.instagram.com/larrycheungcfa/
5.) My Personal Brokerage (on Interactive Brokers which now pays 4.8%+ on all Idle Cash - a Must-have for Investors & Traders): https://www.interactivebrokers.com/mkt/?src=larrycheungNPY1&url=%2Fen%2Fwhyib%2Foverview.php
6.) Best Deals for consumers (Sign up for Rakuten and get a $30 sign-up bonus): https://www.rakuten.com/r/LARRYC1975
7.) Seeking Alpha (Public Company Overviews): https://seekingalpha.com/author/larry-cheung-cfa

Mag7 DCF Model Analysis
1.) Apple: https://larrycheung.substack.com/p/228-daily-market-note-dcf-conclusions
2.) Amazon: https://larrycheung.substack.com/p/227-daily-market-note-dcf-conclusions
3.) Microsoft: https://larrycheung.substack.com/p/226-daily-market-note-dcf-model-conclusions
4.) Nvidia: https://larrycheung.substack.com/p/special-post-nvda-dcf-and-scenario

DCF Library: https://larrycheung.substack.com/t/dcf-modeling-fundamental-analysis
*Rest of Mag7 DCFs still in development*
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Personal Growth Video that I think you will enjoy: https://youtu.be/4YKpJNbyYNM
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Thank you to my data partner YCharts: https://get.ycharts.com/resources/blog/new-ycharts-scenarios-tool/?utm_source=Larry+Cheung
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Видео 2024 Cost of Living Crisis in the U.S.: E-commerce's Battle for Survival канала Larry Cheung, CFA