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Luxury sector - News


John Hjorth

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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!

 

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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 by John Hjorth
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  • 4 weeks later...

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!

 

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https://www.dior.com/en_dk/fashion/womens-fashion/haute-couture-shows/autumn-winter-2024-2025-haute-couture-show

 

image.thumb.png.a92100e51f12bf57a98322bdb59ed292.png

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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.

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