Dallas Salazar
IPOs, contrarian, long/short equity, long-term horizon

Au Revoir To The One Thing Hiding LVMH-Moet Hennessy's Growth From The Market

One of the most important and hardest asset allocation segments of a portfolio to fill and fill with alpha is the consumer discretionary segment. Not only does this segment typically require higher maintenance (read: more active management) but the circumstances behind performance are often times not scientific or mathematical. This initiation article will focus on LVMH-Moet Hennessy (...

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