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Luxury Performance and Global Support in Commerce
Exploring the luxury features of the Range Rover Sport, the global reach of Shopify as a commerce platform, and the innovative support from AT&T Business. Also, analyzing the valuation of a company, its earnings cycle, investor concerns, and its reasonable valuation within the industry.
On today’s episode, Clay is joined by Christian Billinger to discuss Bernard Arnault, LVMH, and the broader luxury industry.
Christian is chairman of Billinger Förvaltnings AB, which invests in publicly listed equities. The firm seeks to generate attractive long-term total returns in real terms without employing financial leverage. Christian previously covered European equities for Cheyne Capital, Gartmore, and GAM in London.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:08 - What makes Bernard Arnault a unique business leader?
10:44 - What attracted Christian to make his initial investment in LVMH.
12:17 - A business overview of LVMH.
27:14 - The role of China in LVMH’s business and growth story.
48:32 - Christian’s thoughts on LVMH’s current valuation & risks in the business.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
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