$POP MART (09992.HK)$$Disney (DIS.US)$ The winning bubble wa...

$POP MART (09992.HK)$ $Disney (DIS.US)$ The winning bubble was sold at the opening of more than 70, although optimistic, but not like $SMOORE INTL (06969.HK)$ has been held, the reason is that some do not understand, coupled with high valuation. But this year's report shows a whole new bubble, not just numbers, but the expansion of boundaries. In my opinion, Bubble is not a blind box manufacturer, but a global IP operator. Over time, Bubbles could become more like Disney. 57.4 bought back some bubbles today as part of the long term allocation.