robchamow @robchamow: "🟡🟡 Yesterday, I added positions..."

Spain

🟡🟡 Yesterday, I added positions in Hermes, Moncler, and LVMH. We have a lot of potential in these companies, which are currently being hit by macroeconomic conditions. These are companies that have delivered strong results and show great resilience, making them, in my view, an excellent buying opportunity! I’m sharing a thesis on LVMH, which rose to €867 a few months later.🟡🟡 $MC.PA (LVMH Moet Hennessy Louis Vuitton SA) $RMS.PA (Hermes International) $MONC.MI (Moncler) $EUSTX50 $ESP35

@robchamow

Spain

3 months ago

🟢 As you may have seen, I have been increasing my positions in $LVMH for some time now, with a target price of $900. It is estimated to generate earnings of between $31 and $33 per share. Additionally, it is a well-managed company, and the CEO is buying back as much as possible at these prices. This is a great opportunity once again; the same thing happened in January, and then it rose to $872. 🟢 Moncler is also giving us a great opportunity. $MC.PA (LVMH Moet Hennessy Louis Vuitton SA) $EUSTX50 $FRA40 $ESP35 $MONC.MI (Moncler) Translate

5 Mentioned

MC.PA

LVMH Moet Hennessy Louis Vuitton SA

RMS.PA

Hermes International

MONC.MI

Moncler

EUSTX50

ESP35