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Jul 2024
1h 6m

TIP645: The King of Luxury: Bernard Arna...

The Investor's Podcast Network
About this episode

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.


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