Calls
4
Sean Frank
Founder, Ridge
Win Rate
25.0%
return
-9.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jul 09
$387.58
-13.1%
Luxury is going through a generational rotation. LVMH, Gucci, and Kering are overexposed and too dependent on middle-class consumers, while LVMH is divesting brands and struggling to capture hot new assets in its main portfolio. Meanwhile, true luxury and American luxury are winning: Tapestry/Coach is on a generational run, Ralph Lauren is crushing, Richemont owns strong true-luxury brands like Cartier and Van Cleef, and Hermès is doing great.
Retail & Mobility
Long
Jul 09
$1626.50
-13.4%
Luxury is going through a generational rotation. LVMH, Gucci, and Kering are overexposed and too dependent on middle-class consumers, while LVMH is divesting brands and struggling to capture hot new assets in its main portfolio. Meanwhile, true luxury and American luxury are winning: Tapestry/Coach is on a generational run, Ralph Lauren is crushing, Richemont owns strong true-luxury brands like Cartier and Van Cleef, and Hermès is doing great.
Retail & Mobility
Long
Jul 09
$139.93
-17.3%
Luxury is going through a generational rotation. LVMH, Gucci, and Kering are overexposed and too dependent on middle-class consumers, while LVMH is divesting brands and struggling to capture hot new assets in its main portfolio. Meanwhile, true luxury and American luxury are winning: Tapestry/Coach is on a generational run, Ralph Lauren is crushing, Richemont owns strong true-luxury brands like Cartier and Van Cleef, and Hermès is doing great.
Retail & Mobility
Long
Jun 16
$599.00
+7.2%
Threads just hit 500 million monthly actives with non-promoted signups rising, time spent up 130% year over year in Japan and 80% in Korea, and a go-to-market playbook focused on communities and live events. Ads launched globally four months ago and are scaling carefully, with high-margin demand from Instagram/Facebook ad inventory, giving him confidence Threads can become a strong ads business for Meta.
Hyperscalers
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Sean Frank has 4 trade ideas tracked on Buzzberg across 4 tickers since June 2026. Most covered: META, RMS, RL.
