7 Comments
Feb 21Liked by Sebastian

Hi Sebastian, have you done any work on the listed parent Playmates Holdings (635 HK)?

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Nov 21, 2023·edited Nov 21, 2023Liked by Sebastian

Wow, TMNT, one of my childhood classics!

Interesting business and great writeup👍Thx🙏

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Very interesting the information about Funrise (unknow for me). I track Amazon´s top seller in EEUU too and MTNT are the top 1 in action figures category since several weeks ago.

Do you know importyeti.com??, you can track the import of goods of the company. I wrote about it in Twitter (https://x.com/ValueInvest72/status/1733211246256648620?s=20). I suppose you know AGL thesis in Momentum´s Youtube Channel of last August

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