Pop Mart is a perfect example: people who noticed customers collecting, sharing and lining up for Labubu could recognize the brand’s emotional moat before it became obvious in financial statements.
For me, the key lesson is to combine industry intuition with Stage Analysis. Your daily observations generate the idea; fundamentals validate it; charts help identify when the market is finally recognizing it.
The next Pop Mart may already be hiding in plain sight — perhaps in an industry you understand better than Wall Street does.
@TigerClub [鼓掌]
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