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12min chapter
TIP645: The King of Luxury: Bernard Arnault & LVMH w/ Christian Billinger
We Study Billionaires - The Investor’s Podcast Network
Factors Driving Growth in Luxury Companies
This chapter explores the growth factors impacting companies like LVMH and Hermes in 2021 and beyond, involving discussions on government support post-COVID, operating leverage, cyclicality, and performance in downturns. Investors are advised to consider the cyclicality, operating leverage, and brand equity risks of luxury companies akin to Berkshire Hathaway for optimal investment decisions.
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