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羊羊的養老金
commented on a stock · Apr 16 09:51

The analysts' wishing well

$POP MART (09992.HK)$
Pop Mart faces a dilemma: too few products lack diversity, while too many erode scarcity. The ideal scenario is to have 'both abundance and rarity.' It's like when a doctor tells you to lose weight because you're overweight, but once you start exercising, they warn you about joint damage from over-exercising, leaving you to ask, 'So am I supposed to live or not?' Fast growth is deemed unsustainable, slow growth disappoints expectations; perfection lies in being perpetually 'just right.' They aim to build an IP empire like Disney’s, yet every product must feel as exclusive as limited-edition sneakers. Ultimately, it boils down to this — money is made from economies of scale, but the narrative must revolve around the dream of exclusivity. With so many demands, why don’t you just fly to the moon?
$POP MART (09992.HK)$ Pop Mart faces a dilemma: too few products lack diversity, while too many erode scarcity. The ideal scenario is to have 'both abundance and rarity.' It's like when a doctor tells you to lose weight because you're overweight, but once you start exercising, they warn you about joint damage from over-exercising, leaving you to ask, 'So am I supposed to live or not?' Fast growth is deemed unsustainable, slow growth disappoints expectations; perfection lies in being perpetually 'just right.' They aim to build an IP empire like Disney’s, yet every product must feel as exclusive as limited-edition sneakers. Ultimately, it boils down to this — money is made from economies of scale, but the narrative must revolve around the dream of exclusivity. With so many demands, why don’t you just fly to the moon?
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