The Collecting and Resale Boom
Ritik Sahni@ritiksahni
+3.8%
since Oct 10
The idea
I believe collecting and reselling things like cards, watches and designer goods is becoming a real habit, and the companies sitting in the middle of that trade will benefit as it grows. This owns marketplaces where collectors buy and sell, resale platforms for pre-owned luxury goods, and makers of widely collected products, weighted toward the names I trust most and lighter on the more volatile ones. I'm holding cash to add on dips and built this as a one-to-two-year idea, not a forever hold.
What it owns
- Companies that produce collectible card games, action figures and toy lines benefit directly when hobbyist collecting expands and drives higher sales of premium and collector-focused products. · Hasbro, Inc.It produces Magic: The Gathering and collector-focused product lines, which generate sales directly tied to the growth in collectible card games and hobby collecting., Mattel, Inc.It manufactures Hot Wheels and premium collector items that appeal to adult collectors and enthusiasts who actively trade and display these products., Funko, Inc.It produces Pop vinyl figures that collectors buy, display and resell, benefiting directly from increased interest in collectible vinyl and hobby merchandise.34%
- Authenticated resale platforms earn a commission on every sale of pre-owned designer goods, jewelry and watches, capturing demand from buyers seeking luxury items at lower prices. · The RealReal, Inc.It sells authenticated pre-owned designer bags, jewelry and watches on consignment, capturing value from the expanding luxury resale market., ThredUp Inc.It operates an online secondhand clothing marketplace where buyers purchase used items to extend purchasing power, participating in the broader resale trend at the everyday price point.30%
- The platform handles most authenticated sales of trading cards, sports cards and pre-owned watches, so growth in collecting activity directly increases transaction volume and fees. · eBay Inc.It hosts the majority of authenticated trading card, sports card and pre-owned watch transactions, so growth in collecting activity translates to more sales volume and platform fees.22%
- Cash14%