Company Highlights 🕵️‍♂️

The results split into three clear groups:
🟢 #HM #EssilorLuxottica → meaningful margin of safety (43% & 61%).
🟡 #LVMH, #Moncler → close to fairly valued, modest upside.
🔴 #Adidas, #Richemont, #Hermes → high P/Es push PEG into the expensive range.

(2/5)

2015-2019 performance 📊:

#Moncler maintained strong growth across both periods.

#LVMH and Hermès accelerated recently, while Adidas and H&M performed better in the earlier years—before fast fashion’s dominance.

Check out the graph.

(4/5)