Hey Ayumi :) a nice depot. I can't say much about Nike as I don't deal with them. On LVMH - yup, I also doubt that the downturn will be over so quickly. But that doesn't change my long-term conviction - they are super broadly positioned and the weak Chinese demand won't last forever. But we've also been a bit spoiled in recent years and now things are returning to normal 😅 Of course, it could take a while for the whole thing to recover. The question is whether you want to sit it out. In the end, however, it's entirely up to you to decide whether you still feel comfortable with the investment or not. 👀👌🏻
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@Lorena Hey 😊 thanks, I always think about what I "own" and even find it almost sad that something like LVMH falls. But I also think that, as you say, we were simply too spoiled by ever-rising share prices. I sit it out because I also think the company is simply beautiful, why should now of all times be the time for fashion and luxury to lose importance and with it LVMH's position in the market, in the world.
Thanks again for the great comment! 🙆🏽♀️
Thanks again for the great comment! 🙆🏽♀️
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@NotFromLondon I also bought LVMH up to 20% down and am sitting it out. In my opinion, there could still be steady growth in the long term
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•@Fabianfeuer thanks for your opinion ☀️ then we're in the same boat 🚤
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