Growth vs. Value 7/20/23
Halftime Report
00:00
The Stock Market Can Go Between Now and the End of the Year
The travel retail business in China is permanently broken. We think L'Oreal's dermatological beauty business, the CeraVie business is gaining steam. But if we do get a recession, which we don't think is out of the cards, people will trade down and that will help L’Oreal relative to Estee.
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