LVMUY: Luxury At A Discount - A Contrarian Buy?

  • LVMUY is undervalued, with insider buying from CEO Arnault signaling strong confidence and a compelling entry point for investors. LVMH's diverse global portfolio and defensive product mix provide resilience, even amid cyclical downturns and recent sales/margin pressures. Valuation is attractive: stock trades near historical lows, with a 4x risk/reward, 18% base case upside, and nearly 50% bull case upside.