Year II · No. 665 · 1,823 entries Tuesday, October 27, 2026 ES EN Get the weekly digest

Thesis Almanac

Europe · 23 entries · 21 publications

MC.PA

Lvmh

Entries
23
Bullish
3
Bearish
1
First
Feb 8, 2025
Latest
Oct 17, 2026

▲ 3 bullish ▼ 1 bearish · 19 no stance

More bullish than bearish among those that state a stance.

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Timeline

Newest to oldest
  1. October 2026 7 entries

    Substack · The Dutch Investors 🦁 · The Dutch Investors

    LVMH Q3 Earnings Update

    Not Everything Worth Owning Needs to Be Growing Fast.

    MC.PA1,322 words

    Since publication +0.2% α +0.1 pp vs CAC 40 · EUR

    Substack · The Inside Analyst · Niklas Petry

    LVMH Fell 45% From All Time High. But Is the Stock Actually Cheap?

    The Luxury giant is often seen as one of Europes strongest and most resilient businesses that has traded at a premium for a long time. Here’s what Investors can expect.

    BullishMC.PA955 words

    Since publication +1.2% α +1.0 pp vs CAC 40 · EUR

    Substack · El médico inversor · El Médico Inversor

    Aportación del mes de Octubre

    LVMH, NVO e IXUA

    MC.PAES1,538 words

    Since publication +1.2% α +1.0 pp vs CAC 40 · EUR

  2. September 2026 4 entries

    Substack · The Valuation Framework

    LVMH under €400

    A 2026 reality check on valuation, Q2 growth acceleration, and why Bernard Arnault’s cash-flow machine remains fully intact despite headline cynicism.

    MC.PA1,691 words

    Since publication −3.4% α −0.5 pp vs CAC 40 · EUR

  3. August 2026 1 entry
  4. June 2026 1 entry
  5. March 2026 2 entries
  6. February 2026 1 entry
  7. November 2025 1 entry

    Substack · Inversor Cachondo

    LVMH el gran gigante del lujo

    Analizo con detalle las oportunidades de inversión en LVMH, el gigante europeo del lujo. Un conglomerado de empresas que encabeza la industria con marcas icónicas.

    MC.PAES878 words

    Since publication −37.8% α −35.5 pp vs CAC 40 · EUR

  8. September 2025 1 entry
  9. June 2025 2 entries
  10. April 2025 2 entries

    Substack · WinterGems: Industry Research · @Govro12 WinterGems Stocks

    LVMH mhmm...

    no comment

    MC.PA207 words

    Since publication −21.1% α −28.1 pp vs CAC 40 · EUR

  11. February 2025 1 entry

There are 3 more low-confidence entries, hidden because the ticker could not be checked in the text. See them in the index →

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.