Group 1 - MINISO Group (MNSO) has experienced significant stock volatility, including a nearly 20% drop in two days following the announcement of acquiring a major stake in a struggling company in China [1] - The company has been under coverage since July of the previous year, indicating ongoing analysis and interest in its performance [1] Group 2 - The analyst has a beneficial long position in MNSO shares, indicating confidence in the company's future performance [2] - The article reflects the analyst's personal opinions and is not influenced by external compensation, ensuring an independent perspective [2]

Core Insights - The investment thesis on KE Holdings (NYSE: BEKE) was published in June 2024, leading to a stock rally of nearly 50% in under six months, prompting a downgrade to 'hold' in November [1] Company Overview - KE Holdings operates in the real estate sector, focusing on both U.S. and Asia markets, with a multi-family office investment strategy [1] Analyst Background - The analyst has extensive experience, including a background in a multi-billion dollar value fund, covering equities without market capitalization restrictions [1] - The analyst holds a bachelor's and master's degree in accounting and finance and is a CFA Charterholder [1] Investment Approach - The investment style is influenced by notable investors such as Warren Buffett, Peter Lynch, and Charlie Munger, with a flexible approach encompassing growth, GARP, deep value, turnaround, cyclical, and special situations [1] - The research methodology includes gathering information from public filings, industry periodicals, conferences, company visits, analyst calls, and management meetings [1]