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Intern Pierre

Luxury, Markets, Culture & Analysis - Without the PR Gloss | Passionate guy, curator of taste & vibes

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PricingFreemiumPublishesDaily
Issues278Founded2 years agoLast Issue4 days ago
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Latest Issues

Bombardier and the Economics of Privacy: Why Saint-Tropez Isn't Dead, the Tourists Just Changed

“Most people don’t realize what a financial luxury privacy is.” – Lisa Gardner

I was going to take time today to break down the economics of the jewelry industry since I had a conversation with a former luxury industry executive who ran AP...

4 days ago
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Ferrari ($RACE) Luce EV "Sold Out" Claims - Why I Covered My Short Anyway

Stubbornness Is Not Conviction - August Portfolio Update on Ferrari, LVMH, Hermès, Bombardier, Zegna & Kering

“Inquiry is human; blind obedience brutal.” – William Penn

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LVMH ($MC.PA) Q2 Earnings: The Half-Truth Quarter the Headlines Missed

Headwinds, Half-Truths - Earnings Analysis

“A half-truth is even more dangerous than a lie. A lie, you can detect at some stage, but half a truth is sure to mislead you for long.” – Anurag Shourie

14 days ago
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LVMH ($MC.PA) Bernard Arnault Joins X: Why CEOs Speak Up Right Before Earnings

“If what you were about to tell me was neither true, good, nor useful; why did you want to tell me?” – Socrates

This is a big week for earnings with companies like LVMH, Kering, Hermès and Ferrari reporting their numbers. Coincidentally, o...

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Jet2 ($JET2) UK Package Holiday Short - Full Planes, Empty Margins

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  • Intern Pierre

    Luxury, Markets, Culture & Analysis - Without the PR Gloss | Passionate guy, curator of taste & vibes

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