John Hjorth Posted September 27 Share Posted September 27 (edited) I personally think this is the right time to start such topic here in the 'General Discussion', because we - I mean those of us here on CoBF interested in the sector - constantly have things to bring up, that may belong to several different topics in the 'Investment Ideas' forum, that goes by 'one only' company ticker and name. I also sense, that the traction may now be sufficient here on CoBF for such a topic. An industry, that is just so friggin' counterintuitive in its concepts and core to a frugal and rational, old fashion value investor! So let the show begin! - - - o 0 o - - - I think it was a couple of days ago @UK posted about his idea of LVMH being a possible vehicle of riding on the recent China stimulus. Bloomberg - Economics [September 27th 2024] : China Cuts Key Rate, Frees Up Cash for Banks to Spur Growth, Bloomberg - Markets [September 27th 2024] : European Stocks Hit Record High on Rate-Cut Bets, China Stimulus. Bloomberg - Markets [September 27th 2024] : Luxury Stocks Set for Best Week in Years as China Fuels Revival. Edited September 27 by John Hjorth Link to comment Share on other sites More sharing options...
UK Posted September 28 Share Posted September 28 11 hours ago, John Hjorth said: start such topic Great idea! Link to comment Share on other sites More sharing options...
John Hjorth Posted October 20 Author Share Posted October 20 The Economist, October 19th 2024, p. 14, section 'Letters' : Don't look so glum "Fashion photography jolts the viewer out of the grim and the quotidian", you say ("Very in vogue", October 5th.) Yet most fashion models themselves look grim. On the catwalk and on the page they hide any evidence of enjoyment in the clothes they wear. They be- coming unsmiling, agressive posing machines daring the viewer to look them in the eye. They become coat hangers, their humanity lost to art. ROBIN LAURANCE Oxford - - - o 0 o - - - 'Coat hangers' <- ? , Robin! - - - o 0 o - - - https://www.dior.com/en_dk/fashion/womens-fashion/haute-couture-shows/autumn-winter-2024-2025-haute-couture-show Link to comment Share on other sites More sharing options...
John Hjorth Posted October 25 Author Share Posted October 25 Bloomberg - Markets [October 25th 2024] : Luxury Fortunes Lose $58 Billion as Pandemic Era Splurge Ends. Pesonally, I speculate, we by now not are near the point of maximum pessimistic sentiment for this sector yet. We'll see. - - - o 0 o - - - I did not know that Salma Hayek is the trophy wife of Francois-Henri Pinault. Link to comment Share on other sites More sharing options...
jfan Posted October 26 Share Posted October 26 https://www.ft.com/content/894aba60-de05-46b7-a8a8-9fd405c16889 Hermes vs Kering Link to comment Share on other sites More sharing options...
John Hjorth Posted October 26 Author Share Posted October 26 It's a fascinating phenomen to observe, how different the big luxury companies have evolved with regard to performance in last quarter, especially Hermes overshadowing or overshining everyone else and shooting out the lights, and Kering not doing well at all. Link to comment Share on other sites More sharing options...
bennycx Posted October 26 Share Posted October 26 Yea the Kering brands are not good at all. It’s absolutely importantly to be the top brand Link to comment Share on other sites More sharing options...
UK Posted yesterday at 08:59 AM Share Posted yesterday at 08:59 AM https://www.bloomberg.com/news/features/2024-11-03/luxury-crash-deepens-for-europe-s-lvmh-kering-as-chinese-shoppers-stay-away?srnd=homepage-europe Link to comment Share on other sites More sharing options...
John Hjorth Posted yesterday at 09:48 AM Author Share Posted yesterday at 09:48 AM That wall, it has hit,[<- ], is just awesome ! Link to comment Share on other sites More sharing options...
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