Author Topic: LVMUY: LVMH - Louis Vuitton Moet Hennessey  (Read 19967 times)

DooDiligence

  • Hero Member
  • *****
  • Posts: 2392
  • ♪ 🎶 ♫ ♪ 🎶 ♫
Re: LVMUY & MC.PA: LVMH - Mot Hennessey Louis Vuitton SE
« Reply #60 on: June 26, 2020, 10:28:04 AM »
jefke,

First a very belated welcome to you here on CoBF, and thank you very much for a first post of yours - to me, of high quality - here on CoBF! [ : - ) ]

- - - o 0 o - - -

Respectfully and kindly, I take the freedom to suggest that you open & start a new topic about Christian Dior SE [CDI.PA] here in the Investment Idea forum for discussion of the MC.PA/CDI.PA pair. [This idea based on your observations is yours, and we don't have a separate topic for discussion of CDI.PA as far as I can see, so the privilege of starting the topic belongs in my view to you.]

I actually have some tangible to add to that particular discussion if you choose to do so [I hope you do, actually].

- - - o 0 o - - -

With regard to LVMH itself, I'm suffering from nagging doubts about if any or several of the brands have been subject to long term impairment caused by the pandemic, that again caused by permanent changes in consumer behavior among LVMH's various kinds of customers.

My own personal opinion is that although covid may affect sales in the short term, the majority of LVMH brands are strong, especially when compared to newcomers which lack a strong history & cache.

As to Arnaults antics, no comment.
AFL // BRK.B // CLB an incredibly stupid move // EW // GPC // MO // MTB // NVO // PSX // TRMD // VDE // VLGEA // WFC

Investable cash 22% + 18 months of survival $


jefke

  • Newbie
  • *
  • Posts: 11
    • Twitter
Re: LVMUY & MC.PA: LVMH - Mot Hennessey Louis Vuitton SE
« Reply #61 on: June 26, 2020, 11:30:06 AM »
jefke,

First a very belated welcome to you here on CoBF, and thank you very much for a first post of yours - to me, of high quality - here on CoBF! [ : - ) ]

- - - o 0 o - - -

Respectfully and kindly, I take the freedom to suggest that you open & start a new topic about Christian Dior SE [CDI.PA] here in the Investment Idea forum for discussion of the MC.PA/CDI.PA pair. [This idea based on your observations is yours, and we don't have a separate topic for discussion of CDI.PA as far as I can see, so the privilege of starting the topic belongs in my view to you.]

I actually have some tangible to add to that particular discussion if you choose to do so [I hope you do, actually].

- - - o 0 o - - -

With regard to LVMH itself, I'm suffering from nagging doubts about if any or several of the brands have been subject to long term impairment caused by the pandemic, that again caused by permanent changes in consumer behavior among LVMH's various kinds of customers.

Thanks for the welcome. I just opened a thread for Dior: https://www.cornerofberkshireandfairfax.ca/forum/investment-ideas/cdi-pa-christian-dior-se/