Emily Flippen

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For Jason Hall, Jeff Santoro, and the entire Motley Fool Money team, I'm Emily Flippen.

We'll see you tomorrow.

We're flipping the script today on Motley Fool Money as we put our bull horns on and sharpen our bear claws to dig into Chinese stock earnings.

It's Tuesday, November 18th.

Welcome to Motley Fool Money.

I'm your usual host, Emily Flippen, but today we're putting Fool contributor Jason Hall in the big chair so that you, Jason, can help facilitate a fun debate today between myself and Fool analyst Toby Bordelon.

I actually do think it's a buying opportunity, Jason.

Now, to your point, I do own this in my personal portfolio, so I'm arguably a little biased here.

But this was a solid quarter.

Revenue growth wasn't anything to write home about, but it was in line with what the company was expecting, given the fact that they are operating in a more competitive and admittedly tariff-ridden environment.

But the reason I like this company is because of its business model.

Virtually everything

everything flows through to the bottom line with this business.

PDD on both its Pinduoduo marketplace in China, as well as its Timu marketplace that serves the global audience, doesn't generally own the inventory that it lists.

It's just like the payment infrastructure and logistics platform.

On its Chinese side, a majority of the revenue comes from ad placements.