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Posted by
Two Blokes Jul 12 -
Filed in
Stock
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5 views
I initiated a position in LVMH via Christian Dior, seeing value at current prices despite recognizing stronger luxury peers exist. LVMH's strength lies in its diverse portfolio of 75 Maisons, with Louis Vuitton driving a significant portion of revenue and profit. While LVMH dominates high-end and aspirational luxury, it isn't represented in the 'absolute' and 'beyond' luxury areas.
