EssilorLuxottica: Further Outperformance Since 2023 (Rating Downgrade)

2025-09-16 10:20:12 ET

Some companies I invest in make superb investments only for the long term, and do not "sell" easily. Usually, you're talking about high P/E, slower-growth, lower-yield companies such as luxury or spirits. But we can also use this description for EssilorLuxottica ( ESLOY ), a company I invested in all the way back in 2022-2023 and which has seen superb outperformance since then. By "superb," I usually mean more than 10% higher than S&P 500 (SP500, SPY), which in this case the company has....

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