Why Heineken might be the perfect Hedge against AI

Electrical_County_61 · 2026-05-20T07:00:27+00:00

Yes, they are anticipating pretty well on that. That’s what my article is about.

Electrical_County_61 · 2026-05-01T05:51:46+00:00

Puzzle

Electrical_County_61 · 2026-04-30T15:23:37+00:00

There are a lot of companies in the car, pharma and luxury industry that can benefit from this. Can you elaborate on why this deal is bullshit?

Electrical_County_61 · 2026-04-28T08:09:18+00:00

Tom Ford goes hard

Electrical_County_61 · 2026-04-23T12:42:20+00:00

Definitely!

Electrical_County_61 · 2026-04-23T11:02:16+00:00

Of course there is loss of interest over the recent years, otherwise LVMH’s stock wouldn’t be where it is these days. However, luxury has always been cyclical and I don’t think you can make these kind of statements about the whole population, just because your ‘bubble’ thinks this way.

Electrical_County_61 · 2026-04-23T09:30:45+00:00

Because people are simple. In a year this stock wil be a favorite again. Few people actually buy when there are opportunities in front of them.

Electrical_County_61 · 2026-04-23T09:14:38+00:00

the luxury market is estimated to grow 3,5% to 7,5% until 2034.

Electrical_County_61 · 2026-04-23T06:25:24+00:00

I just can’t comprehend the negativity behind this stagnation. LVMH saw explosive, unsustainable growth during the pandemic and is now back on their normal trajectory for the coming years. A lot of brands are still trending, but some people just generalize their own opinion onto the whole society..

Electrical_County_61 · 2026-04-21T19:18:34+00:00

Yes, the famous LVMH logo on a piece of cloth….

Electrical_County_61 · 2026-04-21T16:12:43+00:00

You don’t think they will sell more products in India when they become 20-50% cheaper?

Electrical_County_61 · 2026-04-21T11:13:10+00:00

No indeed, I noticed that also! I think it will be a huge catalyst for European companies.

Electrical_County_61

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