AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
2min snip
TIP659: Hermès Stock Deep Dive w/ Shree Viswanathan
We Study Billionaires - The Investor’s Podcast Network
Luxury Brands Thrive on Certainty and Inflation Resilience
The market favors businesses with predictable cash flows and revenue growth, particularly in sectors like luxury goods. Brands like Hermès and LVMH thrive in any economic climate due to their sustained demand and ability to adjust prices with inflation. Hermès, especially, demonstrates remarkable growth in China, which constitutes half of its business, showcasing resilience despite local economic challenges. A comparative study suggests that the value of luxury items, such as Birkin bags, may even surpass traditional inflation hedges like gold and the S&P 500 over extended periods, emphasizing the premium status and investment potential of high-quality luxury products.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode