🌟🌟🌟Beauty is in the eye of

2025-08-21

🌟🌟🌟Beauty is in the eye of the beholder even if the beholder (that's me) shops in Shopee. Pop Mart $POP MART(09992)$ $POP MART HK SDR 20to1(HPPD.SI)$ and Laopu Gold $LAOPU GOLD(06181)$ are stealing hearts (and wallets) while $Estee Lauder(EL)$ and $Lululemon Athletica(LULU)$ quietly nurse bruised valuations.

In today's consumer split, investors face a choice: chase the dopamine of trending brands or scoop up legacy players the market is ghosting.

Pop Mart sells joy in blind boxes. Laopu Gold wraps heritage in Gen Z swagger. But trends can fade.

Meanwhile Estee Lauder still owns prestige while Lululemon still stretches global reach. Boring? Maybe but boring compounds just like CPF interests or DBS dividends.

In SG60's spirit of reinvention, maybe my portfolio needs both : A little sparkle, a little substance. Investing isn't just about what is hot. Investing is about what lasts.

@Tiger_SG @Tiger_comments @TigerStars @CaptainTiger @Tiger Club

Profit Turnaround+High Growth! Hidden Gems of Earnings Season?

This earnings season is nearing its end — which companies beat expectations or turned profitable, and which ones deserve more attention? During past turnarounds, many growth stocks achieved outsized gains. High-growth companies that turned profitable include DASH, OKTA, NTNX, TMDX, TOST, and RELY. In addition, Chinese ADRs this season should not be overlooked. Niu Technologies turned profitable in Q2, with its stock surging over 30%. Bilibili profit turned around, but shares fell 6% yesterday. Miniso's TOP TOY Revenue +73% and Jumped 6% on Earnings, continued to surge.

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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