LVMUY
3 tracked calls · 0 long · 3 short · last 90d: 0L/3S
first called by Chamath Palihapitiya 1mo ago
SHORT3w ago
“I think the old stodgy LVMHs of the world, the Gucci's of the world, one, they got overexposed. Like, they really rely on the middle class... 80% of the revenue come from people making under $102,000 ”TBPN
LVMH relies on people making under $102,000 for 80% of its sales, meaning the stock bleeds as inflation chokes off these aspirational buyers.
LVMUYSHORT@ $112.81
$107.88+4.37%
since call Jul 9
peak +8.9%
SHORT1mo ago
“when every person Everyone, hot people, ugly people, mid people are walking around the street with the same bag. You don't want to wear that shit.”ThreadGuy
Luxury goods are dying as fakes commoditize the symbol; LVMH decelerating
LVMUYSHORT@ $110.50
$107.88+2.37%
since call Jun 22
peak +6.6%
SHORT1mo ago
“The new status is no symbol.”Chamath Palihapitiya
LVMH's 16 straight quarters of decelerating growth signals the logo-luxury era is ending, pressuring shares lower
LVMUYSHORT@ $118.11
$107.88+8.67%
since call Jun 21
peak +12.3%