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If you found this video helpful, we’ve put together a full playlist of other stock deep dives you might enjoy. We take a closer look at each company’s business model, financials, risks, and potential for growth. Watch the full China Stock Playlist here: • Deep Dive: Tencent's Strong Profitability,... [00:00] Introduction: The World's Most Valuable Spirits Brand [01:25] What is Moutai? Defining Baijiu and "Sauce Aroma" [02:41] Historical and Cultural Significance: China's "National Liquor" [05:50] The "Social Engineering" & Reciprocity Moat [07:59] The Unique, Unreplicable Production Process (12987 Method) [09:29] The Terrar Moat: Protected Designation of Origin [10:46] Moutai as an Appreciating Investment Vehicle [11:47] Scarcity Marketing & Distribution Control [14:35] The Strategic Pivot to Direct-to-Consumer (DTC) [16:48] Youth Marketing: Ice Cream and Coffee [18:28] Analyzing the Recent Retail Price Drop [19:50] The Three Selling Forces: Supermarkets, Scalpers, and Subsidies [24:02] Debunking Inventory Concerns & Strategic Stocking [26:43] Moutai: The "Safest Bet" in China's Market [28:23] The Financial Fortress: Stellar Margins and ROIC [31:56] Recent Financials (H1 2025) and Cash Flow Context [33:24] Valuation, Hidden Assets, and Intrinsic Value Calculation [36:56] Global Strategy, Tech, and Digital Empowerment [40:00] Short-Term Catalysts: Stock Split and Special Dividend [41:40] Conclusion: The Core Philosophy of Discipline and Value #KweichowMoutai #Moutai #ChineseBaijiu #Baijiu #ChinaNationalLiquor #LuxuryAlcohol #ChineseSpirit #Investment #StockMarket #ChinaStocks #PremiumBaijiu #FeitianMoutai #MoutaiMoat #PricingPower #HighMargins #Compounder #CulturalIcon #StatusSymbol #iMoutai #DTC #LuxuryBranding #ChinaMarket #AlcoholInvestment #SpiritIndustry #Uncopyable #SauceAroma