HESAY
2 tracked calls · 2 long · 0 short · last 90d: 1L/0S
first called by We Study Billionaires 3mo ago
LONG1mo ago
“the plain old Chanel bag … used to cost €5,000”1000x · Jonah Van Bourg
Scarcity-led pricing power lets Hermès raise bag prices far above inflation every year, compounding earnings and equity.
HESAYLONG@ $191.84
$180.37-5.98%
since call Jun 10
peak +5.0%
LONG3mo ago
“Hermès is really targeting the top 1% … You could probably argue it's the top 0.1% of the population…”We Study Billionaires · Daniel Mahncke
Hermes after a 40% pullback is one of the best opportunities, targeting the recession-proof top 0.1%
HESAYLONG@ $202.63
$180.37-10.98%
since call Apr 18