Hi, Shrewd!        Login  
Shrewd'm.com 
A merry & shrewd investing community
Best Of FK | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search FK
Shrewd'm.com Merry shrewd investors
Best Of FK | Best Of | Favourites & Replies | All Boards | Post of the Week!
Search FK


Investment Strategies / Falling Knives
Unthreaded | Threaded | Whole Thread (3) |
Author: sleepydragon   😊 😞
Number: of 670 
Subject: LVMUY
Date: 04/30/2025 2:40 PM
Post New | Post Reply | Report Post | Recommend It!
No. of Recommendations: 3
I recently bought some LVMUY. The bear thesis is they are highly exposed to chinese economic and that their products are losing some momentum. The bull thesis is this is a conglomerate with lots of great brands run by an owner.

Anyone has opinions on if this is a good investment?
Post New | Post Reply | Report Post | Recommend It!
Print the post
Unthreaded | Threaded | Whole Thread (3) |


Announcements
Falling Knives FAQ
Contact Shrewd'm
Contact the developer of these message boards.

Best Of FK | Best Of | Favourites & Replies | All Boards | Followed Shrewds