Mentions

Intern PierreBlogKering (KER.PA) Long Thesis: Why I'm Adding While the Stock Falls Under De Meo-3 Sept 2026
Compound with RenéBlogEverybody Agrees Valuation Is Dead!-28 Aug 2026
Bubi EnterprisesBlogXero’s rem report: who cares?-27 Aug 2026
Compound with RenéBlogQuick Pitch: Japan's Most Boring Subscription Business Trading at 4-6x Operating Profit-26 Aug 2026
TQI capital (Typical quality investor)BlogTwo Letters, Two Characters-24 Aug 2026
Intern PierreBlogLVMH ($MC.PA) Louis Vuitton x Singer Porsche 911 - Boilerplate Press, Conflicted Media and the Death of Due Diligence-15 Aug 2026
Compound with RenéBlogDeep Dive: Reddit ($RDDT) – Part 4-14 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 32-10 Aug 2026
Latticework by MOI GlobalBlogWeekly Inspiration-8 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 31-4 Aug 2026
Asymmetric VenturesBlog🔓LVMH 1H 2026 Results-3 Aug 2026
TQI capital (Typical quality investor)Blog$LVMH: Will luxury ever turn around?-3 Aug 2026
Clean Your FinanceBlog#145 - Bilan Mensuel : +25,3 % annualisé, nouvel ETF sur PEA & saison des résultats-2 Aug 2026
Bubi EnterprisesBlogAnother crowdfunding dud | LVMH and Kering report results...the luxury recovery is not there yet-29 Jul 2026
Intern PierreBlogLVMH ($MC.PA) Q2 Earnings: The Half-Truth Quarter the Headlines Missed-28 Jul 2026
Clean Your FinanceBlogLVMH Résultats S1 2026 : Analyse Flash & Décryptage - Clean Your Finance-27 Jul 2026
Intern PierreBlogLVMH ($MC.PA) Bernard Arnault Joins X: Why CEOs Speak Up Right Before Earnings-27 Jul 2026
Secret Sauce InvestingBlog2025 Secret Sauce Portfolio 📈📉-4 Jan 2026
Sempiterno InvestmentsBlogWhat´s going on lately-8 Nov 2025
Sempiterno InvestmentsBlogStories of failed investments-3 Aug 2025
No Deep DivesBlogQ2 2025 Portfolio Review-1 Jul 2025
Bourse EuropeBlogNouveau contenu sur la chaine-31 May 2025
Patient Capital Fund NewsletterBlog2025 Portfolio Update-7 Apr 2025