LVMH: I'm Strongly Buying Into This Massive Opportunity

Amit Peretz
1.13K Followers

Summary

  • LVMH is a strong buy with a 48% stake held by the Arnault family, who consistently outperform and align their interests with shareholders.
  • LVMH's diversification across industries, brands, and geographies mitigates the risk of losing relevance and allows for linear growth during recessions.
  • The luxury industry is expected to grow, and LVMH's high margins, growing returns on capital, and solid financial stability make it an attractive investment.
  • Family-owned businesses have a proven track record of outperforming over time, as discussed in the article, which delves into the reasons behind their sustained success.
  • LVMH boasts the world's strongest brands, currently available at a reasonable price.
Woman shopping in front of the window of a Dior fashion boutique with the logo on the wall.

ojos de hojalata/iStock Editorial via Getty Images

My Thesis

Well, I'm an investor who seeks out the best businesses worldwide. I prefer to invest in companies that exemplify the highest quality attributes. Additionally, I am committed to continuous learning. Following my recent article on LVMH (

This article was written by

1.13K Followers
I am a private investor with a focus on the highest-quality global companies known for sustained growth and remarkable returns on capital. My investment approach can be characterized as a fusion of Peter Lynch's and Terry Smith's strategies. I seek out the utmost quality in established companies, while also maintaining an interest in smaller firms with substantial growth prospects. I have embarked on this writing endeavor to share the knowledge I've acquired and to engage in a mutual learning experience through interactions with fellow commenters. I maintain a curated list of diverse high-quality companies that I plan to feature in my content, and I assure you that the insights and information I intend to provide will be both informative and enjoyable.

Analyst’s Disclosure:I/we have a beneficial long position in the shares of LVMUY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

The information provided here is for informational purposes only and does not constitute financial advice, investment recommendations, or an endorsement of any specific security, company, or strategy. Investing in stocks and financial markets involves risks, and past performance is not indicative of future results. It is crucial to conduct thorough research and consider individual financial circumstances before making any investment decisions. The content presented is based on publicly available information and is subject to change without notice. Any opinions expressed are those of the author and do not necessarily reflect the views of any affiliated organizations. Readers are encouraged to consult with a qualified financial advisor or conduct their own due diligence before making investment decisions. The author and the platform assume no responsibility or liability for any errors or omissions in the content, or for any actions taken in reliance on the information provided. Investing in the stock market involves inherent risks, and individuals should be aware of the potential for loss. It is recommended to diversify investments and be mindful of one's risk tolerance and financial goals.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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