A look at controlled scarcity, vertical integration, and sales to China.
Nice write up - was mentioned on the latest Acquired podcast
Nice piece! Thanks for putting it together.
Great explanation of three main quality characteristics and drivers of the business! What is your opinion on the current valuation of Hermes, at which price would you consider to buy shares again?
Nice write up - was mentioned on the latest Acquired podcast
Nice piece! Thanks for putting it together.
Great explanation of three main quality characteristics and drivers of the business! What is your opinion on the current valuation of Hermes, at which price would you consider to buy shares again?