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👜 Luxury Stocks After the Selloff: Is LVMH Finally Cheap? Hermès, Kering & the Bottoming Signals 📉
The luxury supercycle has ended—but the selloff isn't treating every luxury house equally. LVMH has fallen to a much more interesting valuation, Hermès still commands extraordinary margins, Kering is trying to revive Gucci, and Richemont's jewelry maisons are surging. Is LVMH finally cheap—or does organic growth need to recover first?
Coupang (CPNG): Another $37 Million Says... This E-Commerce Giant Isn’t Done Yet
Insiders and hedge funds are piling into Coupang (CPNG)—the Amazon of South Korea—but is it a smart buy or just an expensive gamble? With soaring revenue, strong growth in Eats, Play, and Fintech, and no debt, the company looks solid. But with thin margins, political unrest, and a sky-high P/E of 290, is the stock's future as promising as it seems? 🤔🚀
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