First off Excellent video , I don’t own any shares but I’ll buy some on Monday . They have a chokehold on luxury brands !! Edit: hind sight 20:20 but 4/5 checks is a buy signal
The risk of a drop is still there. Many good companies like SBUX and EL are seeing large single day drops when the companies update their forecasts. You are assuming the market is correctly pricing this stock.
@@CstewartCFA good point. I am assuming that the stock is correctly priced. Just crazy that covid, when middle class was not doing well, it did not affect the aspirational classes thirst for luxury.
I wonder if they come up buying a car brand such as Ferrari one day. I just don‘t see brands in other sectors which would make sense to be added to the already owned brands. Maybe some smaller ones. Buying a luxury car brand and making LV special versions with very high price tags would sell to all those rich girls like sliced bread
Hi Cameron! I’ve really been enjoying your videos lately, so thanks very much for making them! Whenever I see a stock I would like to buy, I check if you’ve made a video on them to get your take on their numbers
I really like to see personal content at the end. I am invested in Diageo and that's probably the best choice if one is mainly interested in premium spirits.
Far too conservative on your numbers. I suspect the price will double every 5 years or so. 2000 euros per share by the end of the decade. FCF growth of 10- 14% plus FCF yield of 4%. Buy at
Please do PVH! Very low PE, company with strong brands (Calvin Klein and Tommy) doing tons of buybacks and moderate debt levels. Thanks for the great work as always!
Love your videos. I would love for you to cover MOMO in one of your videos. Despite some recent years of declining revenues, its valuation is basically its cash holdings
Hi Cameron! I love your videos and have been following for a couple years now. Keep up the amazing work! I can't seem to get to the same EBITDA, LTD and Excess Cash values as you in your examples. I have been reading the 10k's for LVMH and can't see where I am going wrong. Can you explain how you got to those numbers in 2021 for example please? - I can't figure out where I am messing up
Great video! Interesting. However, this video and valuation of this company wouldn’t be to justify making your vacation “due diligence” a tax deductible expense would it? 😂
Hi Cameron great video. I was surprised to see this was the largest company in my home continent of Europe. I was pretty certain it would be ASML (or wirecard? :p). If you'd like to review another cheap European stock you can check out BIC, the famous pen and lighter company. Last time I checked it traded at 5x ev/ebitda, which would certainly ring your valuation bell. Cheers!!
Another question with this stock is what's the impact of the Russian invasion of Ukraine? The uberwealthy Russians who spend all their time in Europe purchasing high end luxury goods may soon not be welcome here and many of the EU businesses have ceased operation in Russia.
This is a great example on how you can overpay for a quality company no matter how good their numbers are. Thank you Cameron!
Would love to see a revisit on LVMH based off current stock price. Looks like an good long term investment. 🛍️ 👜 👛
Great call Cameron! Looks like your analysis played out very well.
This has held up well! Great up analysis!
Great analysis. The due diligence photo reel at the end was a nice touch. 🥃 cheers
Wow looks like an amazing trip great pictures! Drinks looked 🔥
Thank you Cameron for this Europeen stock !!
First off Excellent video , I don’t own any shares but I’ll buy some on Monday . They have a chokehold on luxury brands !! Edit: hind sight 20:20 but 4/5 checks is a buy signal
Sartorius is another great European stock.
Probably the one of the most dominant position long term.
It only went up. I would love it if the creator did a follow up video on what they got wrong. This video was well produced!
The risk of a drop is still there. Many good companies like SBUX and EL are seeing large single day drops when the companies update their forecasts. You are assuming the market is correctly pricing this stock.
@@CstewartCFA good point. I am assuming that the stock is correctly priced. Just crazy that covid, when middle class was not doing well, it did not affect the aspirational classes thirst for luxury.
Great video! Would be good to see an updated Nike analysis after earnings :)
Amazing brass tacks valuation on an elite European powerhouse 👍🏼🙏🏽👌🙌🏼❤️🏆
I wonder if they come up buying a car brand such as Ferrari one day. I just don‘t see brands in other sectors which would make sense to be added to the already owned brands. Maybe some smaller ones. Buying a luxury car brand and making LV special versions with very high price tags would sell to all those rich girls like sliced bread
True, Hermes has done collaborations with Bugatti, Pagani and so on
Hi Cameron! I’ve really been enjoying your videos lately, so thanks very much for making them! Whenever I see a stock I would like to buy, I check if you’ve made a video on them to get your take on their numbers
Wow. Thanks for much for the support. I greatly appreciate it
I really like to see personal content at the end. I am invested in Diageo and that's probably the best choice if one is mainly interested in premium spirits.
Far too conservative on your numbers. I suspect the price will double every 5 years or so. 2000 euros per share by the end of the decade. FCF growth of 10- 14% plus FCF yield of 4%. Buy at
Terry Smith paid 500 euros or so in 2020. He knows better than Cameron.
Im still waiting on my Trifecta T Shirt!!
Please do PVH! Very low PE, company with strong brands (Calvin Klein and Tommy) doing tons of buybacks and moderate debt levels.
Thanks for the great work as always!
Great suggestion!
Great content, thank you !
Great DD in Scotland!
Love your videos. I would love for you to cover MOMO in one of your videos. Despite some recent years of declining revenues, its valuation is basically its cash holdings
Sadly we have the same situation in plenty of Chinese stocks
Hi Cameron! I love your videos and have been following for a couple years now. Keep up the amazing work!
I can't seem to get to the same EBITDA, LTD and Excess Cash values as you in your examples. I have been reading the 10k's for LVMH and can't see where I am going wrong. Can you explain how you got to those numbers in 2021 for example please? - I can't figure out where I am messing up
Great video. Can you do an analysis on Kering? Their valuation looks far more reasonable.
Cameron have you ever taken a look at any of the specialty chemical companies? Eastman Chemical EMN is mixing concoctions of CASH MONEY!!
Could u so an update? It dropped a lot today
Great video:) !! Can you do an analysis on Stellantis :)
Great video! Interesting. However, this video and valuation of this company wouldn’t be to justify making your vacation “due diligence” a tax deductible expense would it? 😂
I like all your Analysis, with market down for the last 3-4 days. Please review some now value stock?
Would love to see you do a video on Tapestry $TPR as well. Another high end brand
Hi Cameron great video. I was surprised to see this was the largest company in my home continent of Europe. I was pretty certain it would be ASML (or wirecard? :p). If you'd like to review another cheap European stock you can check out BIC, the famous pen and lighter company. Last time I checked it traded at 5x ev/ebitda, which would certainly ring your valuation bell. Cheers!!
any thoughts on the stock now? after most recent earnings call for Q4 2022?
What about buybacks?
Hey Cameron, can you do Adidas ?
Brown Matthew Williams Maria Rodriguez Barbara
I want more vlog content :)
coming weekly.
Another question with this stock is what's the impact of the Russian invasion of Ukraine? The uberwealthy Russians who spend all their time in Europe purchasing high end luxury goods may soon not be welcome here and many of the EU businesses have ceased operation in Russia.
What about kering
They are all expensive but stable and strong pricing power.
His model won’t work with these companies.
I don't know much about this company outside of the luxury watch division. They own some of the weakest brands in the market
They own some amazing brands
@@CstewartCFA I'm just talking watches
@@jchong416 ok. In that case, yes. I’ve never been a fan of Tag watches
@@CstewartCFA Zenith and bvlgari are their best brands. I'm actually curious who even buys/wears hublots anymore
What!!?? What universe do you live in?