Mentions

TQI capital (Typical quality investor)Blog$LVMH: Will LVMH able to reaccelerate growth again?-19 Oct 2026
Asymmetric VenturesBlogWeekend Read: Louis Vuitton Has a China Problem-17 Oct 2026
Value Investing by Giles CapitalBlogGiles Capital Reads - Week 41-14 Oct 2026
Intern PierreBlogBangkok Store Visits - What LVMH’s Q3 Confirmed 18 Months Late-14 Oct 2026
Clean Your FinanceBlogFlash Résultats T3 2026 : LVMH – Le luxe résiste, la Chine décroche-13 Oct 2026
Asymmetric VenturesBlogLVMH 3Q 2026 Results-13 Oct 2026
The Dutch InvestorsBlogLVMH Q3 Earnings Update-12 Oct 2026
Thoughts of the Graoully or his AntagonistBlogShort summaries-10 Oct 2026
Intern PierreBlogLock-In Season – Singapore Store Visits at ION & Takashimaya-10 Oct 2026
Bubi EnterprisesBlogMiu Miu superiority-6 Oct 2026
Equities 123BlogLuxury Stocks in 2026, My Top 3 After the Crash-4 Oct 2026
Compound with RenéBlogHalf a Lost Decade at LVMH-4 Oct 2026
Bubi EnterprisesBlogLVMH’s Desire Problem-2 Oct 2026
Bubi EnterprisesBlogArnault’s succession plan, or, the consolidation of Christian Dior-25 Sept 2026
Thoughts of the Graoully or his AntagonistBlogj’adore... Dior-25 Sept 2026
Intern PierreBlogThe K-Shaped Economy Is Not Over: What Rodeo Drive Store Visits Reveal About Luxury Right Now-23 Sept 2026
Intern PierreBlogSouth Coast Plaza Site Visits: Tiffany's New Blue Box Café, Burberry's ($BRBY) Check Problem and a $7 Gallon of Gas-21 Sept 2026
Rijnberk InvestInsightsBlogLVMH – Still a Brilliant Compounder. Just Cheaper-19 Sept 2026
Intern PierreBlogNike at a 12-Year Low Just Brought in the Man Running LVMH's Worst Division-16 Sept 2026
Intern PierreBlogThe Airport Is the Only Channel Still Growing. Here's What It Looks Like Up Close-15 Sept 2026
Intern PierreBlogLVMH ($MC.PA) Six-Year Low: Champagne Output Down 48% & Hermès Watches Lose 57% on Resale-8 Sept 2026
Intern PierreBlogKering (KER.PA) Long Thesis: Why I'm Adding While the Stock Falls Under De Meo-3 Sept 2026
Intern PierreBlogHumanizing the Wolf in Cashmere - What LVMH's August PR Blitz Is Really Telling You-28 Aug 2026
Bubi EnterprisesBlogXero’s rem report: who cares?-27 Aug 2026
TQI capital (Typical quality investor)BlogTwo Letters, Two Characters-24 Aug 2026
Value Investing by Giles CapitalBlogGiles Capital Weekly - Week 32-10 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