Europe · 2 entries · 1 publication
Richemont
No entry states a stance.
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Sign up freeSubstack · CosmicCapital’s Substack · CosmicCapital
Is it business as usual or are there structural issues? Wise Plc, Diploma Plc, Richemont
Since publication CFR.SW +13.0% α −8.6 pp vs SMI · CHF
Substack · CosmicCapital’s Substack · CosmicCapital
An underappreciated business with Hermes like attributes
Since publication CFR.SW −1.5% α −19.4 pp vs SMI · CHF
Prices as of the Oct 27, 2026 close. Past performance does not guarantee future results. Price-only, excluding dividends, in local currency. Data may be delayed or inaccurate. Not investment advice. How it is calculated.