Rate Of ReturnOver the weekend, I gave some preliminary thought to Pop Mart.
In terms of moat, growth and ceiling, profitability quality and stability, ability to withstand cycles, and replicability of the business model, it's not as good as Pinduoduo, and Pinduoduo's valuation is much lower, so I might still not consider buying Pop Mart.
However, Wang Ning and his management team are also excellent, respecting time, respecting operations, doing the right things, and doing things right.
$POP MART(09992.HK)$PDD(PDD.US)
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