Welcome to Stocktails, your latest excuse to shake (not stir) up your investment ideas. Ally Selby and Armina Rosenberg (aka “Arms”) join forces in a podcast that delivers a healthy dose of investment insights alongside some cocktail chaos.

In each episode, we mix drinks, dissect stocks and try not to set the kitchen on fire.In this episode, we're taking a deep dive into the companies that are breaking the internet with TikTok-famous products.

Take Pop Mart (HKG: 9992), for example, which has seen its share price skyrocket 589% over the last 12 months as Labubus (check out these fear-inducing monsters in the image below) became one of the scarcest resources on the planet. Or Samyang Foods (KRX: 003230), the creator of Buldak Ramen, which is up five times since late 2023 and is now Korea's biggest food and beverage stock by market cap.

So, is there something in investing in companies with viral products? You'll have to watch this episode to find out.

Timecodes

• 0:00 - How to make a Pop Martini and a MINISO Mule
• 0:38 - Intro
• 2:02 - Why Minotaur is backing MINISO?
• 3:28 - Why MINISO was flagged by Taurient
• 4:24 - Why Minotaur is not invested in Pop Mart
• 5:41 - How Labubus became a viral product
• 7:08 - How the reseller market impacts demand and ultimately share prices
• 8:31 - What is all the fuss about? Pop Mart unboxing
• 10:30 - Which is the better long-term bet right now?
• 11:59 - Margin outlook for Pop Mart and MINISO 13:03 - MINISO unboxing
• 14:11 - Coverage, ownership, and what this means for Pop Mart and MINISO
• 15:40 - Why we are bullish on the outlook for MINISO
• 16:56 - Can Pop Mart's trajectory continue?
• 18:11 - Other toy producers that could capitalise on the craze
• 20:00 - Viral food brands and whether this is an opportunity
• 21:46 - Is investing in viral companies a good strategy?

Music: https://www.youtube.com/watch?v=CTezt1LbpMU

Videography: Robert Parker

Editing: Ally Selby, Robert Parker

Disclaimer: The information in this podcast has been prepared by Minotaur. This information is for general education and entertainment purposes only and should not be relied upon as a basis for investment decisions. The Information is not intended to provide you with financial or tax advice and does not take into account your objectives, financial situation or needs. The Minotaur Global Opportunities Fund may maintain positions in securities discussed in this podcast. Although we believe that the Information is correct, no warranty of accuracy, reliability or completeness is given, except for liability under statute, which cannot be excluded.Minotaur Capital Management Pty Ltd (ABN 17 672 819 975) is a corporate authorised representative (CAR 1308265) of Minotaur Licensing Pty Ltd (ABN 86 674 743 198) (AFSL 557080). The Minotaur Global Opportunities Fund is issued by K2 Asset Management Ltd (ABN 95 085 445 094, AFSL 244393), a wholly owned subsidiary of K2 Asset Management Holdings Ltd (ABN 59 124 636 782).