Apple and Pop Mart: Why Duan Sold Calls, Not Shares | Investor Playbook

Duan Yongping sold Apple calls without selling a single share, and paused his open-market buying of Pop Mart. See how a value investor acts when a great business gets pricey and the margin of safety shrinks.

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Chapters

(0:00) Duan Yongping Investment Notebook

(2:59) Apple Valuation Assessment

(5:22) Apple Covered Calls Sold

(8:02) Long-Term Investor Takeaways

(9:02) Pop Mart Tactical Pause

(9:59) Buyback Mechanics Explained

(10:41) Tactical Ledger Matrix

(12:00) Buyback Mechanics Explained

(13:43) Long-Term Investor Takeaways

(19:43) Intelligent Investor Resources

(20:12) Get the apps

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