The RealReal IPO Preview: The Devil Wears Prada, Chanel, Louis Vuitton, Gucci, & Secondhand Too!
The RealReal (REAL US), the largest online marketplace for authenticated, consigned luxury goods in the world, is getting ready for an IPO in the...
604 Views
Sell Prada (1913 HK): Accounting Inflates Margins and Facilitates Excessive Dividends
In our first report on Prada S.P.A. (1913 HK): An expensive luxury, we explained how creative accounting was disguising their business reality. ...
615 Views
Tod's: After Sale of Versace to M. Kors One of Few Luxury Companies Remaining; LVMH Is Likely Buyer
Almost one year ago I highlighted the attractiveness of Italian luxury shoemaker Tod's in following insight Tod's: Not Likely a Standalone Business...
495 Views
Farfetch IPO: Tough Enough in Luxury E-Commerce to Fend Off Encroachment by E-Commerce Giants?
On August 20th, London-based luxury e-commerce platform Farfetch (FTCH US) filed an F-1 statement, indicating its plan to list shares in the US. On...
394 Views
Prada (1913 HK). Dividend at Risk. Sell. 41% Downside
Bucephalus proprietary Governance, Accounting and Performance risk analysis: G: Controlling shareholder. Excessive dividend pay-out...
359 Views