On today’s episode, Clay is joined by Christian Billinger to discuss Bernard Arnault, LVMH, and the broader luxury industry.
Christian is chairman of Billinger Förvaltnings AB, which invests in publicly listed equities. The firm seeks to generate attractive long-term total returns in real terms without employing financial leverage. Christian previously covered European equities for Cheyne Capital, Gartmore, and GAM in London.
IN THIS EPISODE YOU’LL LEARN:
00:00 - Intro
02:08 - What makes Bernard Arnault a unique business leader?
10:44 - What attracted Christian to make his initial investment in LVMH.
12:17 - A business overview of LVMH.
27:14 - The role of China in LVMH’s business and growth story.
48:32 - Christian’s thoughts on LVMH’s current valuation & risks in the business.
And so much more!
Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences.
BOOKS AND RESOURCES
- Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members.
- Christian’s investment firm.
- Tune into Stig’s pitch for LVMH.
- Books mentioned: The Luxury Strategy, Selling Europe to the World.
- Related Episode: Listen to TIP643: The Luxury Strategy w/ Christian Billinger, or watch the video.
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