Further small increase

4J

I would be happy if I had never gone in there... Even if everything goes up, LVMH is lagging behind...
When do you expect a recovery? So far it doesn't look like it

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BamBamInvest@BamBamInvest

4J

@Therapeut hindsight is always wiser, you need patience in any case, I wanted more Europe in the portfolio and believe that we will see higher prices at the end of the year than now. We will probably test EUR 420/400 (but I don't quite want to believe that yet) and then form a bottom there if sentiment deteriorates. But that's the latest point at which the big players will start to collect. At least that's my opinion, and it can happen very quickly if the figures are better than expected or growth is better than expected. RSI on a monthly basis was last at this level in 2008, are already at 30 RSI.

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Carlos@CharliePedrik

4J

@Therapeut How long have you been invested in LVMH?

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DerDanner@Therapeut

3J

@CharliePedrik 2 years approximately

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Carlos@CharliePedrik

3J

Ok it's a pity ... I myself am also -15% but believe in the company and will continue to invest ... What actually hurts me is the sh### withholding tax 🤣

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BamBamInvest@BamBamInvest

3J

@CharliePedrik who doesn't hurt 😂, but I'm not one of those people who throw away their nerves when an investment doesn't immediately make 30% plus per month and talk about a bad investment, but rather buy more and be happy. I was too early with almost every investment and if you are then 100% up and had the right instinct, that's proof of it. ✌️

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Carlos@CharliePedrik

3J

@BamBamInvest that is the mindset 😁

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sodium@TomCOR

5J

@BamBamInvest I also keep thinking, why are you going in right now? Is your investment horizon long-term?

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BamBamInvest@BamBamInvest

5J

@TomCOR Yes, I am invested for the long term, I really like the company and the variety of brands and I am always impressed by the queue in front of the stores 😁 If it goes down further, I will continue to stock up ✌️

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Frank@schlimmschlimm

4J

Hmmm....an entry candidate? I haven't invested yet.

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BamBamInvest@BamBamInvest

4J

@schlimmschlimm depends on your strategy and investment horizon, a little more Europe can't hurt in my portfolio.

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Frank@schlimmschlimm

4J

@BamBamInvest Actually long-term and dividends. But of course always on the lookout for a good short-term trade ;-) Wow what a crash to 452!

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BamBamInvest@BamBamInvest

4J

@schlimmschlimm the next support levels will come soon. But I think we will see a bottom at 420/400 in late fall if things get worse. We will see 😁

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Frank@schlimmschlimm

4J

@BamBamInvest I am now also in at 452. With room to possibly buy again ;-)

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BamBamInvest@BamBamInvest

4J

@schlimmschlimm think medium - you won't regret it in the long term, but it may take a while.

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Bubu@Bubu_98

4J

At €400, I will no longer hesitate 💪

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BamBamInvest@BamBamInvest

4J

@Bubu_98 Let's see if that works, I believe that the buying pressure will start a little earlier, unless the economy goes downhill or we experience a new geopolitical surprise. ✌️

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Bubu@Bubu_98

4J

@BamBamInvest Let's see. For me, the share is only a buy when it is really cheap. That's why I'm not under any pressure to buy. If it doesn't come to that, I can also resign myself to watching from the sidelines 😉

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BamBamInvest@BamBamInvest

4J

@Bubu_98 understandable, but it has hardly been really cheap in the last 20 years, possibly in 2008. i wish you every success, maybe it will go faster than expected

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Bubu@Bubu_98

4J

@BamBamInvest Yes, that's right. Unfortunately, given the current outlook for sales and earnings growth, I don't see the share price recovering quickly. Something has to change the sentiment and then we will see new all-time highs again 📈

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Soprano@Soprano

4J

I wonder why Cash Burner hasn't yet written that you're investing in a chip shop 🍟

All joking aside. LVMH has unfortunately lost a bit of prestige. I honestly don't know why the share price has fallen at all. The last time I was in a store, it was really full.

However, they now have the problem that I always suspected, word has gotten around that the leather goods are made relatively cheaply abroad and therefore they are not as suitable for showing off as cars, for example. And as far as I know, watches are still doing the best and alcohol and clothes are currently LVMH's weaknesses

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BamBamInvest@BamBamInvest

4J

@Soprano I don't react to that anymore 😁 meanwhile he has so many characters communicating with each other that you have to be careful not to accuse the wrong one 😂

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BamBamInvest@BamBamInvest

4J

@Soprano Well, after Corona, the growth of many companies accelerated because people had/got money that they couldn't spend before. (To put it simply) There has now been a normalization here and one or the other company in this ecosystem (you almost have to say) has start-up difficulties. It's not just LVMH and the leather goods abroad have always existed, I don't think that's the decisive factor here because many people don't want to run around with a fake bag. And if there are now price increases of 3-5%, nobody will care, because the people who have the money or want to buy a product will spend the 3-5%. Look at the price increase of a bag from 1980 until now, you will see that the company/ecosystem will grow all by itself, stay patient and you will see a higher price at the end of the year and if not by 2026/2027 at the latest, it will pick up again. ✌️

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BamBamInvest@BamBamInvest

4J

@Soprano Apart from that, it will also become interesting for some in the short term if more Europe is desired in the portfolio, the sentiment turns and more capital flows back into value and we are also soon heavily oversold, a countermovement will then also be overdue 😁

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Soprano@Soprano

4J

@BamBamInvest Yes, I understand, I know the problem with post-pandemic depression from healthcare stocks too. But you misunderstand me. The problem is not that there are fake bags that look exactly like this. They've always existed. But what was new this year on social media is that many people have only now realized that the ORGINAL GOODS don't even come close to the retail price in terms of material and labor costs. Which is logical, as the margins are not so high for nothing. But many customers are now annoyed by the margins because they feel that they don't have any real luxury.

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Soprano@Soprano

4J

@BamBamInvest And I'm not so familiar with LVMH, but I know that because I spend a lot of time on social media and see posts about influencers' products. More Europe in the portfolio trend has already happened, but SAP has mainly benefited so far

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BamBamInvest@BamBamInvest

4J

@Soprano thanks for the clarification, well I haven't heard anything about it yet and I think people are exaggerating a bit, I haven't read that yet and I haven't heard it in my environment and circle of friends either, you could then say that about almost all brands. Where on Instragram did you hear that and above all from which influencers, I would put the rest aside and you also have to differentiate between the individual brands, because as you rightly say not everything is pure luxury. So I take a relaxed view, it's usually the case that people are looking for a reason why a share price is falling or sales are no longer growing so strongly. But I would rather put that down to the economic situation and the fact that many people don't buy a Louis bag every week, but rather as a special gift, and possibly because of China. But everything you say is justified, it remains exciting. 😁

The way I see it, if I had to choose 3 stocks now and then couldn't change anything for 10 years plus with a good opportunity risk potential that wouldn't be disrupted so quickly, $MC would be there. I can say that about few other companies in my portfolio, even if I firmly believe that ☺️

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BamBamInvest@BamBamInvest

4J

@Soprano Correct, but not at $MC and if sentiment changes here or demand and sales increase again, there is a need to catch up 😁

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Soprano@Soprano

3J

@BamBamInvest It was only in April on Tiktok where Trump wanted to impose tariffs on China and the Chinese fought back and basically said "All your luxury clothes are made in China here, we'll show you the factories" and then specifically against LVMH because, unlike Adidas and Nike, they publicly deny relying on Chinese primary products. And then various European influencers also jumped on the bandwagon and spread the word and normalized buying Chinese bags without labels.

I see this as a huge blow to their image. German state television also commented on it and said "Yes, you don't know who's right". But LVMH hasn't provided any proof that the value creation really takes place in Europe and that's bad. Interestingly, the topic seems to have barely reached Instagram and there are only very few videos on the topic; it spreads faster and goes viral on Tiktok, but that's also where the younger generation is at home.

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BamBamInvest@BamBamInvest

3J

@Soprano I'm relaxed about it, I'm in my early 40s and didn't notice and I spend a lot of time on social media. Believe me, people forget quickly and the quality is good. The cost of lvmh only plays a limited role here, many people buy it because they can and they like it, where it's made is irrelevant. That's my observation and lvmh is not intended for the 20/25 year old person on Instagram anyway. Even if the younger generation grows into it, it doesn't happen overnight. At least that's my opinion.

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BamBamInvest@BamBamInvest

3J

@Soprano I think you're interpreting the reach a little too strongly here and many people haven't even noticed it, but you'll probably only be able to judge it in a few years and Lvmh isn't just lvmh. Sephora and co, will continue to grow strongly ✌️

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Pedro M.@serkeftin

3J

But technically $MC it's in a bearish trend. I'd rather go on shorts there...

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BamBamInvest@BamBamInvest

3J

@serkeftin That's right, but I don't want to trade here ✌️

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Sven@Nevs1848

3J

I have now also added 10 shares to my portfolio for €453. Now we have to wait and see🤓

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Solitair@Solitair

2J

Ouch. Fortunately I got out at 693. Actually mainly because I don't want any more shares in my portfolio with increased withholding tax problems, but also because I'm not particularly convinced by the share.

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BamBamInvest@BamBamInvest

2J

@Solitair is your right 👍

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Further small increase ✌️