1Wk·

Does lvmh still have a future?

I have been holding $MC (+2.3%) for a while now and am about to decide to sell it with almost 30% due to the volatility and hardly any growth in the last months/years

The company is actually my favorite of the luxury goods peer group due to its size, brand diversity and other products/items it offers! But it seems to me that the air is slowly running out.

I urgently need opinions other than chat gpt

11 Comments

Kai@Dividenden-Sammler

1Wk

... or you take advantage of the weakness and buy more.

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Maxxey@Maxxey

1Wk

@Dividenden-Sammler would also be an idea with more price loss the divi becomes even more interesting

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FairValue@FairValue

1Wk

It is questionable whether shares in the luxury goods sector will generate excess returns in the coming years. The risk/reward ratio doesn't look too good to me.

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Maxxey@Maxxey

1Wk

@FairValue yes that's the problem i don't think it will explode excessively unfortunately although there are some clean companies in the sector :( i think i'll sell

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Caynify@Caynify

1Wk

I also said goodbye to $MC before November 2025. Of course, LVMH has its customers, but if every wannabe is walking around in their fake designer clothes, those who can afford it won't feel like walking around in them anymore. But LVMH is not just clothes...

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Maxxey@Maxxey

1Wk

@Caynify yes 😂 the talahons with their fake lv bags mano meter i think the sector is not for me

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alphawolf@alphawolf

1Wk

I am currently still holding shares and have been 30% in the red for an eternity; I am currently continuing to monitor it and will use it for the loss pot when the time comes

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Maxxey@Maxxey

1Wk

@alphawolf yes, that would be the only way to say goodbye

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G C.@G_Capital

1Wk

I am also invested and can well understand your thoughts. I also believe that LVMH will recover. At the same time, it is a stable rather than a dynamic stock - I don't expect any big jumps in the share price in the short term. You can of course buy more, but other areas currently look more promising. And at the end of the day, you can only invest the euro once. I have the same conflict of interest as you. In my view, the value will only show a real upward movement again when the geopolitical situation - in particular the current disaster in the Middle East - has calmed down in the long term.

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Maxxey@Maxxey

1Wk

@GordonCapital you've got it perfectly to the point Meister✌🏻 it's not the company itself but rather conflicts, discounts, at that time still 200% duty on champagne 🤣🤣🤣🤣

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Mav83!@Maverick4831

1Wk

Keep saving DCA and take advantage of favorable prices

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