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Summary Fisher’s 13F portfolio value decreased from ~$141B to ~$133B in Q3 2022. They added Charles Schwab and increased Nvidia, Morgan Stanley, and Goldman Sachs while decreasing Salesforce, Visa, Alibaba Group Holdings, Novartis, Verizon, and Tencent Holdings. The top...
Summary Luxury brand Tapestry, which owns Coach and Kate Spade, has an attractive P/E ratio of sub-10x. But that doesn't make it a screaming buy. As an affordable luxury brand, it doesn't have the cushion that the likes of Hermes and LVMH do. Its demand slowdown and to a lesser ex...
Summary Much like other luxury stocks and even the broader markets, Cartier owner Richemont, has had a bad run in 2022. Additionally, though, its long-term performance also lags peers. Its operating margin is muted compared to peers, but with the sale of its lossmaking online plat...
Summary After the Annual General Meeting, most of Bluebell's proposals were rejected. However, there is a new distinctive director for Class A shareholders. Ynap sale is ongoing and the dividend was confirmed. We remain neutral. Last week, we did a deep dive into Com...
Summary Bluebell Capital Partners involvement - the next catalyst is in a week's time. Analyzing Farfetch-Ynap latest deal. Valuation is in line with Richemont's historical average on a P/E basis, which is neutral for now. Over the recent months, our internal team has be...
First Eagle Investments is an independent, privately owned asset management firm dedicated to serving the needs of individuals and institutions worldwide as well as the financial professionals that advise them. Many of the first quarter’s equity market dynamics continued to be ...
Compagnie Financière Richemont SA ( OTCPK:CFRUY ) chairman Johann Rupert rebutted calls from activist investor Bluebell Capital Partners to shake up the luxury brand’s board. Rupert noted that the activist asset manager has ties to LVMH ( OTCPK:LVMHF ...
Fisher’s 13F portfolio value decreased from ~$165B to ~$141B in Q2 2022. Johnson & Johnson and Capital One Financial were increased while reducing Eli Lilly and Novo Nordisk this quarter. The top three positions are Apple, Microsoft, and Amazon. They add up to ~15% of t...
Gardner Russo & Quinn’s 13F portfolio value decreased from $10.39B to $8.94B. Russo added Netflix and increased Ashtead Group plc during the quarter. The top three 13F stakes are Berkshire Hathaway, Nestle, and Mastercard. They add up to ~39% of the portfolio. ...
International markets faced pressure during the quarter as efforts to tame inflation by monetary policy tightening resulted in valuation declines and elevated fears of a recession. We remain overweight Europe and its high-quality companies but continue to find compelling opportunities...
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