A story of 3 stocks gone over crucial service and investing element related to long-lasting compounding that lots of companies just miss, or are priced too expensive for the impacts to be worth investing.
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0:00 3 Stocks.
0:28 L'Oreal Stock.
3:23 LVMH Stock.
5:12 Estee Lauder Stock.
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Since the video, stock went to 70. Now you have to redue it. Something has changed
I think I said enough in the vid!
Of the three businesses Estée Lauder is still the best with the widest moat but you are still paying almost 22x EV/FCF even after a -20% yesterday.
How does it have a moat? Fashion brands have the worst moats. People always just get bored with the top brands after a while and move on to the next.
Debatable..imho lvmh is a WAY better holding overall..much more diversified, very hard to duplicate, almost an etf on fashion
moat???
@ women (or at least the women I know) generally do not change skincare products once they find a brand that works. My girlfriend is a dermatologist and it is the only brand she recommends to patients or uses. My understanding is that Estée Lauder’s makeup is overpriced but their skincare products are top tier. I still would not touch the stock at these prices but it is on my watch list.
@ important to know stuff like this with woman’s products. Men think they can just look at numbers and know everything.
The voice of reason. Thanks
thanks!
Thanks Sven! Good analysis 😁
My pleasure!
Thanks 🙏
You’re welcome 😊
Hey sven, what you think about crocs stock? is down almost 20% after earnings and i think is a very good play, similar to ULTA.
don’t know, haven’t followed 🙁
Love your videos. Thanks for sharing your insights 🙂
Glad you like them!
What do you think about the actual gold rally?
as you say, rally, but the general fundamentals of the market are poor!
I buy EL around $70
thanks for sharing!
already at 67
I would prefer Ulta Beauty to L’Oréal to be honest in the coming years. It’s beauty sector but cheaper and excellent capital allocation.
LVMH is an interesting group over the long run with successful M&A activities with a dream making machine in the back. But fairly priced now. The china uptick could be a big catalyst however.
thanks for sharing!
Hey Sven EL now at 68 with yield of 3.83% better risk reward set up imo
They cut the dividend so the yield is just 2% now at a stock price of 68.
I was looking at average earnings over cycle
Thank you sir!
🙂
Sven pls take a look on MGPI
it is a difficult market!
@@Value-Investing do not doubt your abilities 🙂 U can handle it 🙂
Why you are not talking about Hermes? I think Hermès has a fantastic moat, much better than others.. Kering, Burberry, Christian Dior etc
didn’t check 🙁 but I don’t think the moats are there anywhere, maybe just temporary
idk… seems same as fashion stock. Please do more stock that is down. Looks like sharks need to hunt in shallow waters now.
🙂
EL $88? It’s all the way down to $67 now….
Great analysis as always. Did you check Samsung lately? Seems quite cheap right now.
Many ppl are choosing AMZN as their “stock of the yr” I agree it has a chance to be. But my question is what stocks can be the next APPL in terms of growth for the next decade? I’ve set asides $250k to invest for long term goal, in order to retire comfortably rich.
it is dump to cast all your eggs in a single basket. I’d suggest you buy ETFs, or better still seek guidance from a well qualified advisor
Agreed, advisory service is the ideal way to go about investing. I’ve been in touch with an advisor since 2020 pandemic, only cos I lack depth knowledge and skillset of the mkt. Thankfully, my portfolio has generated nearly $1m after 100s of thousands invested to date.
this is huge! mind sharing advisor info please? my goal for 2024 is to invest 20% of my earnings into dividend paying stocks and add at least one extra stream of income to help me catch up on the years wasted not saving and investing
I’ll be kind to leave just her name here ”Karen Lynne Chess”. She’s a renowned figure in the financial sector with over two decades of experience. I’d suggest you research her further on the web.
I find this very informative, curiously inputted Karen Lynne Chess on the web and at once spotted her consulting page, she seems highly professional from her resumé …
Estee Lauder. The decline in their earnings across
2021 2.87B, 2022 2.39B, 2023 1.01B, 2024 390MM.
So shocking, so poor.
Estee Lauder. Shares now at $66 (1st Nov. 24).
CEO pulls annual forecasts on weak/uneven China.
This share can drop even more so.
The 1 year fall is -36%. Estee share price can drop even more.
Very off putting. Puts me off investing in luxury high end fashion etc.