LVMH continues to struggle, while ASML and Basic-Fit are executing well
https://open.substack.com/pub/marcinparis/p/when-the-discreet-overtakes-the-grand?r=5ib925&utm_medium=ios
Your take is interesting and probably true. I'd normally add on share weakness like this, but not this time. I don't plan to buy LVMH until we see a clear positive change.
Would love your feedback on my article: When the Discreet Overtakes the Grand Part II
https://open.substack.com/pub/marcinparis/p/when-the-discreet-overtakes-the-grand-4f9?r=5ib925&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
https://open.substack.com/pub/marcinparis/p/when-the-discreet-overtakes-the-grand?r=5ib925&utm_medium=ios
Your take is interesting and probably true. I'd normally add on share weakness like this, but not this time. I don't plan to buy LVMH until we see a clear positive change.
Would love your feedback on my article: When the Discreet Overtakes the Grand Part II
https://open.substack.com/pub/marcinparis/p/when-the-discreet-overtakes-the-grand-4f9?r=5ib925&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true