4min chapter

We Study Billionaires - The Investor’s Podcast Network cover image

TIP645: The King of Luxury: Bernard Arnault & LVMH w/ Christian Billinger

We Study Billionaires - The Investor’s Podcast Network

CHAPTER

Future of LVMH and Capital Allocation Strategy

Discussion on potential successors and business strategies post-Bernard Arnault at LVMH, drawing comparisons to Berkshire Hathaway. Analysis of LVMH's CEO approach to capital allocation, focusing on revenue, operating income, organic capex, acquisitions, and retail investments.

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