LVMH

Magic Markets Ep181: The Real-World DD: EVs, Sephora, Topgolf and more

Magic Markets2024-06-26T22:47:22+02:00

Listen to the show here: Description: With The Finance Ghost having just returned from a trip to the UK, France and Dubai, the opportunity was clear to talk through some of the brands and business models that have been researched in Magic Markets Premium. It's one thing doing desktop research. It's another thing walking through a Sephora store or swinging a club at Topgolf. Mohammed Nalla lives in Canada so he's already had this experience for some time now, leading to an insightful discussion. And let's not forget EVs, which are always a bone of contention on Magic Markets. Having seen [...]

Magic Markets Ep181: The Real-World DD: EVs, Sephora, Topgolf and moreMagic Markets2024-06-26T22:47:22+02:00

Recap: LVMH

Magic Markets2023-10-18T22:56:30+02:00

We first covered LVMH in May 2023. That wasn't a long time ago, yet so much has happened. We were worried that the valuation was much too high and time has proven us correct.

Recap: LVMHMagic Markets2023-10-18T22:56:30+02:00

LVMH: Luxury Valuation, Market High

Magic Markets2023-05-11T00:01:55+02:00

LVMH stands for luxury and exclusivity. Those who have held the shares for long enough would've gotten themselves closer to affording the products, as this has been a long-term winner. Do the numbers support the recent share price trend, or is this purely a momentum play?

LVMH: Luxury Valuation, Market HighMagic Markets2023-05-11T00:01:55+02:00

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