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17min chapter
TIP586: Mastermind Q4, 2023 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Insights into the Luxury Fashion Market
This chapter explores the intricacies of the European fashion industry, emphasizing the challenges American buyers face when acquiring fashion houses. It discusses LVMH's successful strategies and growth compared to competitors, while also addressing the complexities of Asian markets and the impact of geopolitical tensions. The conversation culminates in an analysis of brand valuations and investment opportunities in the luxury sector amidst rising interest rates.
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