Tag: luxury brands | MOI Global

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October 19, 2023 Stellantis: Deeply Undervalued, Well-Financed, Well-Managed Auto OEM Read More

October 18, 2023 Swatch: Family-Controlled Luxury Watch Leader With Strong Brands Read More

April 26, 2023 KDDL: Unique Twofer Tied Closely to Swiss Luxury Watch Industry Read More

January 15, 2022 Serial Growth, Operating Leverage in Consolidating Fragmented Industries Read More

January 13, 2022 LVMH: Owner-Operated, Time-Tested Collection of Luxury Brands Read More

October 12, 2021 Giglio.com: Italy-Based, Much Smaller “Farfetch”, But Better and Cheaper Read More

October 7, 2020 Sanlorenzo: Owner-Operated, Uniquely Positioned Yacht Producer Read More

October 6, 2020 Modern Times: Undervalued Portfolio of Digital Entertainment Assets Read More

October 6, 2020 Ferrari: Luxury Identity Brand with Enviable Business Model Read More

April 4, 2020 Daniel Gladiš on Intelligent Investing in Crisis Mode: Perspectives on Portfolio Management Read More

January 11, 2020 Restoration Hardware: Pivoting Toward Luxury Brand Status Read More

January 11, 2020 Movado: Global Watch Brand, Delivers Value Despite Tough Outlook Read More

November 30, 2019 China Investing Trip: Sean Stannard-Stockton’s Takeaways Read More

October 28, 2019 Ensemble Capital’s Investment Thesis Update on Tiffany & Co. Read More

October 22, 2019 The Concept of Traps, Updates on Mastercard and Tiffany Read More

September 1, 2018 Honma Golf: Turnaround at High-End Golf Club Maker Read More

April 5, 2018 Prada: Turning the Corner After Challenging Five-Year Period Read More

January 30, 2018 Guy Spier on Investing in Europe and Beyond Read More

January 11, 2018 Tiffany & Co.: Iconic Luxury Brand at Discount to Private Market Value Read More

January 5, 2018 The Death of (Many) Brands Read More