LVMHF - Luxury Empire On Sale: Why Wide-Moat LVMH Is Such A Powerful Dividend Play
2024-06-14 11:18:26 ET
Summary
- LVMH Moët Hennessy - Louis Vuitton is a powerhouse in the luxury market with a wide-moat business model and impressive brand portfolio.
- Despite the recent stock price dip, LVMH shows consistent revenue growth and market share gains, making it an attractive long-term investment opportunity.
- Although short-term risks persist, LVMH's current valuation presents a good risk/reward opportunity for investors with a long-term horizon.
Introduction
If there's one thing I have mentioned in a lot of consumer-focused articles, it's my goal to stay far away from stocks that depend on specific brand/consumer trends.
As I have a multi-decade investment horizon for every investment I make, I do not want to be put in a position where I have to guess if the products a company sells are still "hot" a few years from now.
That's why I mainly buy companies higher up the supply chain, including real estate, transportation companies, and distributors....
Luxury Empire On Sale: Why Wide-Moat LVMH Is Such A Powerful Dividend Play