Commentary on the Apple Watch, polarisation of the market, watch collecting and more. Estimated reading time: 23 minutes
Your passion for research does show in every article you write. I loved the background information.
Great article. Love the chart of discount/premium by brand, very informative.
For a bit of education and definitely a laugh, check out Nico Leonard on Youtube.
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.
You should look at Ethos ltd. It's Indias largest luxury retailer with strong economics. Can share my notes and discuss it with you
Just FYI, Kering sold its stake in Ulysse Nardin & GP recently
Very insightful! I guess more storytelling for brands = more turning into Nike. :)