The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 8 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Shaan Puri: Pop Mart will crash after a 2-3 year peak
“And then it's going to crash because the funny thing with all of these is they all had about a two to three year peak tops. And so I think the actual play, if you want to make money on this thing is to short Pop Mart stock starting around you know, end of 20, …”
Puri: Labubu dolls generated $700M in revenue last year
“And this doll alone, like these Lububus did like seven hundred million last year.”
Parr: The Labubu toy craze will definitely disappear within five years
“This is not sustainable, and this is definitely going to go away in the next five years, but let's get it while the kitten's good.”
Puri: Labubu will hit $2B to $3B in revenue next year
“So, I actually expect that over the next year, this thing goes even, the star kind of goes viral now, but it burns out, and it hits a two billion or three billion in, in revenue.”
Puri: Pop Mart's market cap surged from $7B to $44B last year
“The stock has grown in the last year from a seven billion dollar company to now a forty four billion dollar company.”
Puri: Bag clips turn stuffed toys into viral luxury status symbols
“This little ring, because most stuffed animals, you just keep them at home. So there's no virality to it, right? You just have it at the comfort of your own home. Nobody sees it. You don't get to show it off. It's not a status symbol. By just having the bag cl…”