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Intern Pierre

Covers luxury companies, markets, and culture through independent company analysis and earnings commentary.

https://internpierre.substack.com/

Mentions27
Posts11
Latest post3 Sept 2026
Bombardier Inc.Kering (KER.PA) Long Thesis: Why I'm Adding While the Stock Falls Under De Meo-3 Sept 2026
LVMH Moet Hennessy Louis Vuitton SEKering (KER.PA) Long Thesis: Why I'm Adding While the Stock Falls Under De Meo-3 Sept 2026
Kering SAKering (KER.PA) Long Thesis: Why I'm Adding While the Stock Falls Under De Meo-3 Sept 2026
Hermès International Société en commandite par actionsHumanizing the Wolf in Cashmere - What LVMH's August PR Blitz Is Really Telling You-28 Aug 2026
The RealReal, Inc.The RealReal ($REAL) - 93 Mentions of AI and 1.2 Items a Minute-24 Aug 2026
G-III Apparel Group, Ltd.LVMH ($MC.PA) Louis Vuitton x Singer Porsche 911 - Boilerplate Press, Conflicted Media and the Death of Due Diligence-15 Aug 2026
On Holding AGLVMH ($MC.PA) Louis Vuitton x Singer Porsche 911 - Boilerplate Press, Conflicted Media and the Death of Due Diligence-15 Aug 2026
Abercrombie & Fitch Co.LVMH ($MC.PA) Louis Vuitton x Singer Porsche 911 - Boilerplate Press, Conflicted Media and the Death of Due Diligence-15 Aug 2026
The Gap, Inc.LVMH ($MC.PA) Louis Vuitton x Singer Porsche 911 - Boilerplate Press, Conflicted Media and the Death of Due Diligence-15 Aug 2026
NIKE, Inc.LVMH ($MC.PA) Louis Vuitton x Singer Porsche 911 - Boilerplate Press, Conflicted Media and the Death of Due Diligence-15 Aug 2026
lululemon athletica inc.LVMH ($MC.PA) Louis Vuitton x Singer Porsche 911 - Boilerplate Press, Conflicted Media and the Death of Due Diligence-15 Aug 2026
Crocs, Inc.LVMH ($MC.PA) Louis Vuitton x Singer Porsche 911 - Boilerplate Press, Conflicted Media and the Death of Due Diligence-15 Aug 2026
Birkenstock Holding plcLVMH ($MC.PA) Louis Vuitton x Singer Porsche 911 - Boilerplate Press, Conflicted Media and the Death of Due Diligence-15 Aug 2026
Ralph Lauren CorporationLVMH ($MC.PA) Louis Vuitton x Singer Porsche 911 - Boilerplate Press, Conflicted Media and the Death of Due Diligence-15 Aug 2026
LVMH Moet Hennessy Louis Vuitton SELVMH ($MC.PA) Louis Vuitton x Singer Porsche 911 - Boilerplate Press, Conflicted Media and the Death of Due Diligence-15 Aug 2026
Ferrari N.V.Ferrari ($RACE) EU Sanctions Violations - A 296 GTS in Minsk Still Wearing Its Brussels Dealer Plates-11 Aug 2026
Bombardier Inc.Bombardier and the Economics of Privacy: Why Saint-Tropez Isn't Dead, the Tourists Just Changed-7 Aug 2026
Ermenegildo Zegna N.V.Ferrari ($RACE) Luce EV "Sold Out" Claims - Why I Covered My Short Anyway-4 Aug 2026
Bombardier Inc.Ferrari ($RACE) Luce EV "Sold Out" Claims - Why I Covered My Short Anyway-4 Aug 2026
Hermès International Société en commandite par actionsFerrari ($RACE) Luce EV "Sold Out" Claims - Why I Covered My Short Anyway-4 Aug 2026
Ferrari N.V.Ferrari ($RACE) Luce EV "Sold Out" Claims - Why I Covered My Short Anyway-4 Aug 2026
LVMH Moet Hennessy Louis Vuitton SELVMH ($MC.PA) Q2 Earnings: The Half-Truth Quarter the Headlines Missed-28 Jul 2026
LVMH Moet Hennessy Louis Vuitton SELVMH ($MC.PA) Bernard Arnault Joins X: Why CEOs Speak Up Right Before Earnings-27 Jul 2026
Jet2 plcJet2 ($JET2) UK Package Holiday Short - Full Planes, Empty Margins-22 Jul 2026
Bombardier Inc.Jet2 ($JET2) UK Package Holiday Short - Full Planes, Empty Margins-22 Jul 2026
Ermenegildo Zegna N.V.Jet2 ($JET2) UK Package Holiday Short - Full Planes, Empty Margins-22 Jul 2026
Rent the Runway, Inc.Rent the Runway ($RENT) Turnaround - Why the Rental Model Doesn't Work-15 Jul 2026