16 Comments
Sep 21Liked by Michael Fritzell

Your passion for research does show in every article you write. I loved the background information.

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Sep 21Liked by Michael Fritzell

Great article. Love the chart of discount/premium by brand, very informative.

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Sep 24Liked by Michael Fritzell

For a bit of education and definitely a laugh, check out Nico Leonard on Youtube.

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Sep 21Liked by Michael Fritzell

Great write-up! Oriental Watch (398 HK) pays special dividends, thus higher yield than shown above. Management also seems much better than avg HK listing, bought back lots of shares. Still, carry much cash (also to please rolex?), thus EV/Ebit a bit misleading.

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Sep 21Liked by Michael Fritzell

You should look at Ethos ltd. It's Indias largest luxury retailer with strong economics. Can share my notes and discuss it with you

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Great article...

Just FYI, Kering sold its stake in Ulysse Nardin & GP recently

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Very insightful! I guess more storytelling for brands = more turning into Nike. :)

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