$MEITUAN-W(03690)$ First time in over 3 years I trimmed my $POP MART(09992)$ position, and today I finally let go of half. Still bullish on their business, they own the IP game, but at this price, I’m honestly starting to feel a bit uneasy holding. Switched that chunk into Meituan instead. It’s been through ups and downs, but at current levels, it gives me way more peace of mind. At the end of the day, it's about holding what helps me sleep well at night. Portfolio management is all about that balance.
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