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)









