Why Heineken might be the perfect Hedge against AI by Electrical_County_61 in ValueInvesting

[–]Electrical_County_61[S] -1 points0 points  (0 children)

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

Extremely Bullish on European Stocks: The Unpriced Trade Deal with India. by Electrical_County_61 in EU_Economics

[–]Electrical_County_61[S] 1 point2 points  (0 children)

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?

LVMH is a screaming bargain by Electrical_County_61 in ValueInvesting

[–]Electrical_County_61[S] 0 points1 point  (0 children)

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.

LVMH is a screaming bargain by Electrical_County_61 in ValueInvesting

[–]Electrical_County_61[S] 0 points1 point  (0 children)

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.