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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
Issues305Founded3 years agoLast Issue3 days ago
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Latest Issues

Pharrell Fiddles While Louis Vuitton Burns - Is a Chanel Bag Fake If Chanel’s Own Factory Made It?

A recording studio at LV HQ, LVMH paying vendors late, and the Chanel appeal over 30,000 stolen serials that could redefine “counterfeit”

“He who chases two rabbits catches neither.” – Confucius

3 days ago
9
5
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Silvia ($SVIA) ProCap Rebrand: A Bitcoin Treasury Vehicle Dressed as an AI Lab

Formerly $BRR. A promoter Chairman and CEO, an Opendoor campaigner on the board, a CFO with a False Claims Act history and a careers page that skips New York pay disclosure

“Rebranding is a signal of intent.” - Wally Olins

4 days ago
9
2
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Burry Lost 50%+ on Lululemon. A Store Visit Would Have Saved Him.

Store checks across three continents, a November shorts campaign, taiko drums on the Great Wall, and credit card data showing Alo running away with the category

“Yoga is the stilling of the changing states of the mind.” – Patanjali

6 days ago
14
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A Product I Love, a Stock I’d Never Own

“The greatest luxury is being free.” - Manolo Blahnik

By far the most common question I am asked when subscribers or followers reach out has been “Pierre what is your view on luxury and what are some luxury products or services that you u...

7 days ago
10
6

Bloomberg Can’t Decide on China. The Card Data Can.

Bloomberg’s China U-turn, US card spend on LV, Hermès and Chanel, Kering’s Q3, Gucci price cuts, and why I added on the 16% drop.

I came across a post from Bloomberg during lunch this afternoon which stated:

8 days ago
11
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  • Intern Pierre

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

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