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Research to runway: Investing in disruptive business models

Capital Ideas Podcast

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Navigating Luxury Investments Amid Challenges

This chapter explores the resilience of luxury brands like Richemont and LVMH in tough economic climates and how macroeconomic factors impact investment strategies. The discussion includes personal experiences with past investments, illustrating how downturns can reveal opportunities in undervalued stocks. Emphasizing deep research and a focus on differentiated business models, the chapter highlights the importance of thorough analysis and personal discipline in investment decisions.

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