At Kumiko, chef and mixologist Julia Momosé has created one of the city's most inventive drinking and dining experiences. The intimate Japanese dining bar is best known for its meticulous cocktails and sake list. You can stop in for drinks and order from the seasonal à la carte menu, or settle in for the tasting menu, where dishes arrive with curated cocktails, sake, or spirit-free pairings that are just as creative as the alcoholic ones. Downstairs, a separate weekend bar spotlights whiskey and shochu. It's an even cozier hang that regulars recommend for marking a special occasion.
在大多数投资者认知中,泡泡玛特从来不是追求平稳增长的普通消费品企业,而是被寄予厚望的成长股。公司连续数年的高速增长,也使市场形成了高增长、高溢价的投资预期。投资者押注的是其持续孵化爆款IP、维持高速增长,乃至发展成为类似迪士尼的IP平台公司。
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Alex:我完全同意,我认为这是一个非常棒的框架。我很喜欢Intuit就像TurboTax那样,既然税法是公开出版的你完全可以去下载所有规则,它具有高度的确定性,你可以让报税和那些乱糟糟的下载文件夹同时处理。在这种情况下一切规则都是透明的,但我认为边缘案例被公开发布出来其实是一种相当罕见的情况。