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51: Tencent, JD, PDD earnings, and Jeffrey Towson discusses the battle royale for services.
b'In this episode, the guys welcome professor Jeffrey Towson to discuss the ongoing battle over the digital services sector in China, as Alibaba, Meituan, Baidu, and others fight on a rapidly-changing battlefield. James and Elliott also chat about the \\u201cCOVID recession,\\u201d investment strategies, and go over the quarterly earnings of Tencent, Pinduoduo, and JD.'