Europe · 22 entries · 20 publications
Hermes
More bullish than bearish among those that state a stance.
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Sign up freeSubstack · Business Model Mastery · The Antifragile Investor
Birkin resale prices moved from 2.6x retail to 1.7x, yet Hermès leather goods grew 11% while clothing and accessories fell 2%. Is its moat changing?
Since publication −0.1% α −0.1 pp vs CAC 40 · EUR
Substack · Invertir Con Sentido Común
Los bolsos tiran del carro
Since publication −0.1% α −0.1 pp vs CAC 40 · EUR
Substack · Espabila e Invierte
Resumen de los resultados de Hermès, lo que ha cumplido la directiva, lo que no, y qué voy a hacer yo.
Since publication −1.0% α −1.4 pp vs CAC 40 · EUR
Substack · Best Anchor Stocks
Hermes’ Q3
Since publication −1.0% α −1.4 pp vs CAC 40 · EUR
Substack · invirtiendoencalidad · Invirtiendo En Calidad
El Q3 de Hermès
Since publication −1.0% α −1.4 pp vs CAC 40 · EUR
YouTube · Wall Street Psychology
YouTube · The Intrinsic Value Podcast
Substack · +FlowkCash
Bienvenid@ a +FlowKCash, un podcast de inversión en el que pretendemos hacer algo que no se ha hecho nunca…hablar de inversión de una manera accesible, amena y con conocimiento de causa.
Since publication RMS.PA −5.6% α −3.2 pp vs CAC 40 · EUR
Substack · Moats & Margins
Nearly 200 years of history, a 71% gross margin, and a waiting list for a bag that costs more the moment you walk out with it. I go deep on the business model, the luxury pyramid, the moat.
Since publication −7.6% α −4.7 pp vs CAC 40 · EUR
Substack · Espabila e Invierte
Análisis cualitativo de qué está pasando, qué precio objetivo tenemos por el consenso, qué precio objetivo tengo yo y qué voy a hacer yo en mi cartera personal.
Since publication −5.0% α −1.4 pp vs CAC 40 · EUR
YouTube · World Wide Stocks
Blogs · r/ValueInvesting · /u/ralph_krauss
Just like most of you I have been experimenting with using agents to do all sorts of work for me. First chatGPT and claude, but when I started using hermes agent it just felt different. Not only is it always running…
Since publication −9.7% α −6.4 pp vs CAC 40 · EUR
Substack · Arquitectura de la Inversión
Ferrari vende menos de 14.000 autos al año, pero consigue márgenes propios del sector de ultra lujo. Así funciona su modelo de negocio.
Since publication RMS.PA −9.4% α −6.1 pp vs CAC 40 · EUR
Substack · Inversión Independiente · Inversión Independiente 📊
Uno de los mejores negocios del mundo que empieza a acercarse a un precio que merece la pena estudiar.
Since publication −19.2% α −12.0 pp vs CAC 40 · EUR
Substack · IcariaCap
Un repaso al sector del lujo. Pasado, presente y futuro.
Since publication −22.4% α −12.3 pp vs CAC 40 · EUR
Substack · Invertir Con Sentido Común
Hermès sigue demostrando su calidad en un entorno complicado
Since publication −18.2% α −9.3 pp vs CAC 40 · EUR
Substack · Sector Stories
Quick notes
Since publication RMS.PA −17.6% α −10.1 pp vs CAC 40 · EUR
YouTube · The Earnings Analyst
Substack · CosmicCapital’s Substack · CosmicCapital
An underappreciated business with Hermes like attributes
Since publication RMS.PA −50.6% α −50.1 pp vs CAC 40 · EUR
Substack · Semanal de Inversión
Galician Investor, SrCiprés, Value Investing FM y The Hermit
Since publication RMS.PA −45.8% α −50.7 pp vs CAC 40 · EUR
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.