Calls
1
u/Curius_pasxt
Reddit r/ValueInvesting
Win Rate
100.0%
return
+0.4%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 01
$110.00
+0.4%
LVMH owns 75 prestigious luxury brands with near-insurmountable pricing power and a P/E of ~22, historically cheap for a compounder that benefits from expanding global affluence. If global high-net-worth wealth continues to compound, demand for bottlenecked ultra-luxury goods will grow, driving revenue and margins higher, while the current valuation offers a margin of safety relative to peers like Hermès (P/E ~37). Long LVMH (via LVMUY OTC) as a core holding for a multi-year wealth recovery trade. Sharp economic recession or wealth destruction (e.g., financial crisis, luxury consumer pullback); fashion/brand missteps; FX headwinds (EUR/USD).
LVMH owns 75 prestigious luxury brands with near-insurmountable pricing power and a P/E of ~22, historically cheap for a compounder that benefits from expanding global affluence. If global high-net-worth wealth continues to compound, demand for bottlenecked ultra-luxury goods will grow, driving revenue and margins higher, while the current valuation offers a margin of safety relative to peers like Hermès (P/E ~37). Long LVMH (via LVMUY OTC) as a core holding for a multi-year wealth recovery trade. Sharp economic recession or wealth destruction (e.g., financial crisis, luxury consumer pullback); fashion/brand missteps; FX headwinds (EUR/USD).
Retail & Mobility
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u/Curius_pasxt has 1 trade ideas tracked on Buzzberg across 1 tickers since July 2026. Most covered: LVMH.
