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....

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