$LVMH is the best investment I can find right now I've spent countless hours to study the ins and outs of the business Here's a summary of my analysis: (thread) https://t.co/D38FjVrDxz

For instance, Chanel’s focus on timeless elegance, liberated femininity, and uncomplicated luxury sets it apart from other high-end brands, emphasising simplicity over extravagance.

Arnault has never acquired a business with back-office synergies on his mind