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This article is part of a series that provides an ongoing analysis of the changes made to Gardner Russo & Gardner’s 13F stock portfolio on a quarterly basis. It is based on Russo’s regulatory 13F Form filed on 02/13/2019. Please visit our Tracking Gardner Russo & Gardn...
Introduction There aren't many luxury retailers around, and of all listed companies, I think Louis Vuitton Moët Hennessy ( LVMHF ) is probably the best-known brand. Operating in the shadow of its big brother is Compagnie Financière de Richemont ( CFRHF ) ( CFRUY ) , here aft...
This article is part of a series that provides an ongoing analysis of the changes made to Kenneth Fisher's 13F stock portfolio on a quarterly basis. It is based on Fisher Asset Management's regulatory 13F Form filed on 01/25/2019. Please visit our Tracking Kenneth Fisher's Fisher Asset Mana...
Recently, it has been reported by several news outlets, that Swiss watchmaker Patek Philippe might come up for sale. The source seems to be a note by an analyst with Berenberg private bank. It should be mentioned that Patek Philippe declined to comment on the speculation. In case that the ru...
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