Dmitry Baulin
@AstutexAi
Reformed compounder bro from my corporate life and social arb bro from my PA
256 Following 2.7K Followers
0 luxury companies in uptrend ☠️ Overall consumer stocks look bad. I am out of $SFER also, at least it was small this time
Damn! Hobonichi +15% today $3560.T
The reason why I am bearish on most consumer products is that in the TikTok economy trends are amplified on the way up, but there is also a bust happening very quickly as the consumer starts looking for the new cool thing. However, I must say Chiikawa invested a lot in marketing mascot videos (or was it just me as a target audience? 😆) on Twitter/X a few years ago and only now do you see the result of that spend. Sanrio $8136.T beware, #GAW# is safe I think 🧐
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