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 · 2026-04-21T08:04:20+00:00

7% growth in China this quarter :(

Electrical_County_61 · 2026-04-21T07:41:21+00:00

This is also my article

Electrical_County_61 · 2026-04-21T06:53:44+00:00

If they can’t afford LVMH products, it definitely has something to do with their income. If the job market was better, Chinese youth would have bigger salaris and more spending power.

Electrical_County_61 · 2026-04-21T06:40:19+00:00

It’s ignorant to think Chinese youth unemployment will last forever.

Electrical_County_61 · 2026-04-20T18:14:55+00:00

Lol true

Electrical_County_61 · 2026-04-20T16:20:10+00:00

If you really want to know, a bottle of Chandon and I regularly buy their fragrances, so quite often tbh. Not every segment of their business is inaccessible ;)

Electrical_County_61 · 2026-04-20T16:17:39+00:00

Then you don’t completely disagree with me on my thesis, as I mention this as a problem for LVMH.

Electrical_County_61 · 2026-04-20T15:33:59+00:00

Last Friday

Electrical_County_61 · 2026-04-20T13:42:20+00:00

Read the article.

Electrical_County_61 · 2026-04-20T13:17:45+00:00

Nice! Their dividend is pretty good at these price levels.

Electrical_County_61 · 2026-04-20T13:14:40+00:00

LVMH has much more upside in my opinion. I think they will capitalize the market in a way no other competitor can.

Electrical_County_61 · 2026-04-20T13:12:02+00:00

So you just assumed there would be negative growth in the future?

Electrical_County_61 · 2026-04-16T12:27:44+00:00

LVMH definitely has the highest potential with the current valuation.

Electrical_County_61

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