Tod's: Not Likely a Standalone Business For Much Longer; LVMH Is a Logical Buyer
Tod's SpA (TOD IM) is a well known Italian luxury shoes and leather bags producer Tod's market cap is just under 1.8B EUR and Della Valle family...
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21 Things Worth Knowing (#12)
In this Issue:A lifetime supply of liquor, Proptech, the future of startups lies with big business, Turkey's very own auto brand, Codelco copper...
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European Luxury Breakouts: LVMH & Burberry Group
Like the rest of the world, Europe continues to exhibit bullish long-term technicals. And though lagging behind emerging markets and Japan, the...
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A Coveted Novel Fashion Brand Calling for Expansion in China
Canada Goose Holdings Inc (GOOS US) currently sells in China via two luxury department stores: Lane Crawford (one store in Shanghai, Beijing, and...
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Int'l Compass: Overweight EM; Actionable Themes in Europe and Japan
Bullish technicals continue to support our call to overweight EM. We highlight actionable themes, as well as pullback opportunities in Europe,...
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