The Dutch Investors LVMH Deep Dive | True luxury or premium? w/ Secret Sauce Investing
As many of our TDI members know by now, Siem has a soft spot for luxury businesses. Not necessarily because of the value they add to society (that’s up for debate), but more for what goes on behind the scenes: the psychology, the anti-marketing principles, the rich history, and all the intricate layers that make these companies so fascinating. In this analysis, Siem and Sonny dove into the biggest, and arguably most iconic, luxury company in the world. Or rather, luxury holding, if we're being precise.
By the end of this analysis, you’ll have a deeper understanding of how LVMH transformed the luxury industry, its strategic approach to acquisitions, and how it maintains its position as one of the leaders in luxury goods.
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Disclaimer:
Nothing in this podcast can be considered financial advice. This is for educational purposes only. We may hold positions in the businesses discussed. Do your own research.