It would be great to add, expected topline growth (next 3 years), moat levels, rationale for investing, risks: Moncler might have been a great stock but there is little evidence that the great brand effect will persist indefinitely whereas LVMH, L’Oreal offer better risk returns with solid scale effects, dominant presence, great management
It would be great to add, expected topline growth (next 3 years), moat levels, rationale for investing, risks: Moncler might have been a great stock but there is little evidence that the great brand effect will persist indefinitely whereas LVMH, L’Oreal offer better risk returns with solid scale effects, dominant presence, great management
It would be great to add, expected topline growth (next 3 years), moat levels, rationale for investing, risks: Moncler might have been a great stock but there is little evidence that the great brand effect will persist indefinitely whereas LVMH, L’Oreal offer better risk returns with solid scale effects, dominant presence, great management
Great suggestion! This article only covers the basics.
Talking about the moat, valuation, risks, ... would be something for a deeper article.