Rhys Fisher

Can't be the only one. Cool (tiny) drop coming.

Getting somewhere. Baby steps. But tested outputs in FB groups and got good engagement on rawest form possible (text). Will be interesting to cook more with video and animations.

Boom. Good as. Quarter of the cost.

Think it worked. But want to test the same change on a cheeper model.

Finally got to test today's judge. Not good enough yet. I have an idea. Long shot.

Hello to the eval curious 👋

Ignore the contents of these, but just want to illustrate. I have never seen anything pokemon related on X. Posted this thread and on next refresh I saw 5 in a row (if I ignore the ad in between). This is what happens within the child toy category where companies roll the Pokemon playbook. 1. sponser YTer (educational channel aimed at kids) 2. sponsored TTer unboxing reaction (aimed at parents) 3. add supply in brick and mortar What happens? Kids see in store and react. Parents search on Tiktok. Algorithms boost mindshare. Demand + supply shortage = price spike. Price spike = WOM and headlines = next time you make more of the stuff and still have buyers. They have it down to a science. And Pokemon was the spear. Wild.

Anyhow, to summarise where I landed strategy wise. - Keep most of the money in cash for now. - Buy Pokémon in three or four instalments over the next 6 to 18 months. Only into floods of sets 12 to 24 months old. Hold for +5 years. - Buy Magic only opportunistically. - Put a small slice into one or two new games (1-2%) - Watch carefully: search interest falling for two quarters in a row and assess carefully print run choices and launch prices for sets. And if we do see much deeper corrections than we have the last 90 days. Look for things that went down because they're correlated (but shouldn't be).

Ah. Numbers are good enough. I was just hunting for the collector box when the price in the chart is from the Spiderman play set.

Looks like Pokemon was the spear of the market. Have some other charts that I can't find that showed how 2025 was pokemon season. 2026 was MTG. What I don't know is if the faster than avg growth in Universes Beyond initial sets... is signal of a cycle one unicorn. Vs greed got to the point where people are just buying any cardboard card game now just incase. Or both. Also, need to double check the numbers because I tried to buy Spiderman sets last night and could not find anything close to $121