AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min snip
TIP632: Mastermind Q2, 2024 w/ Tobias Carlisle and Hari Ramachandra
We Study Billionaires - The Investor’s Podcast Network
Analysis of Luxury Segment Industries and Market Cycles Impact on Companies
Different tiers within the luxury segment react differently to market cycles. Companies like Burberry, targeting aspirational luxury shoppers, are more impacted by economic fluctuations compared to high-end luxury. Investing in low-quality companies during industry slumps can lead to significant rebounds if they have strong balance sheets. Timing the market is crucial in cyclicals investing, resembling a game of predicting others' actions. Burberry's current market cap of $4 billion offers a potential upside to $10-12 billion, considering achievable top-line growth and financial metrics. The stock's current price may already reflect some negative expectations, raising concerns about the upside compared to other investment opportunities.
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