Bernard Arnault Tracker (@arnaulttracker) 's Twitter Profile
Bernard Arnault Tracker

@arnaulttracker

Tracking the insights and wisdom of Bernard Arnault and his firm @lvmh

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calendar_today17-07-2023 20:27:27

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Quartr (@quartr_app) 's Twitter Profile Photo

With $RMS trading at all-time highs and surpassing a market cap of €250 billion for the first time, our in-depth article serves as the perfect weekend read. Enjoy! 🐣 Hermès: Two Centuries of Craftsmanship and Excellence quartr.com/insights/busin…

Bernard Arnault Tracker (@arnaulttracker) 's Twitter Profile Photo

Ex dividend day! LVMH would like to remind you that the « Last trading day with dividend rights » event will take place on April 22, 2024. Dividend payment €7.50

Ex dividend day!

LVMH would like to remind you that the « Last trading day with dividend rights » event will take place on April 22, 2024.

Dividend payment €7.50
Rahul Sharma (@retail_guru) 's Twitter Profile Photo

By profit, jewelry is even more dominant at Richemont. Cartier (& to lesser extent Van Cleef & Piaget) accounts for 100% of profits. These brands & the huge opportunity in branded jewelry is what Arnault & LVMH openly covet. $CFRUY $LVMUY $HESAY

By profit, jewelry is even more dominant at Richemont. Cartier (& to lesser extent Van Cleef & Piaget) accounts for 100% of profits. These brands & the huge opportunity in branded jewelry is what Arnault & LVMH openly covet. $CFRUY $LVMUY $HESAY
LVMH (@lvmh) 's Twitter Profile Photo

LVMH announces the acquisition of L'Epée 1839, a prestigious Swiss manufacturer of high-end clocks and authentic 'objets d'art' featuring exceptional mechanisms and intricacies. #LVMH #LVMHWatches

LVMH announces the acquisition of L'Epée 1839, a prestigious Swiss manufacturer of high-end clocks and authentic 'objets d'art' featuring exceptional mechanisms and intricacies.

#LVMH #LVMHWatches
Sheel Mohnot (@pitdesi) 's Twitter Profile Photo

Italy raided factories & found that Armani and Dior bags are made by illegal Chinese workers in Italy who sleep in the workshop and make €2-3/hr. Both companies have been placed under Italian court administration. Dior paid a supplier $57 to assemble* a handbag that sells for

Italy raided factories & found that Armani and Dior bags are made by illegal Chinese workers in Italy who sleep in the workshop and make €2-3/hr. Both companies have been placed under Italian court administration. 

Dior paid a supplier $57 to assemble* a handbag that sells for
Angelina Rascouët (@arascouet) 's Twitter Profile Photo

SCOOP: the head of LVMH’s business unit that operates the Sephora beauty chain and Parisian department stores is set to leave the luxury group, according to people familiar with the matter. bloomberg.com/news/articles/… via Bloomberg Pursuits

unusual_whales (@unusual_whales) 's Twitter Profile Photo

Trump: "I could announce 50 to 100 deals right now because I'm the shopkeeper and I keep the store. I know what countries are looking for and I know what we're looking for and I can just set those terms and they can go shopping or they don't have to go shopping, because everybody

Diabolik (@ptrendj) 's Twitter Profile Photo

Fabian Wintersberger This is a very superficial analysis. Your chart is on a linear axis, which hides growth-rate changes. Put M2 on a log scale (slope = growth rate) or just look at the rolling rates: • 12-month M2 growth fell from ~171% in Dec-23 (Milei’s start) to ~58% by Jun-25. • 6-month M2

<a href="/f_wintersberger/">Fabian Wintersberger</a> This is a very superficial analysis. Your chart is on a linear axis, which hides growth-rate changes. Put M2 on a log scale (slope = growth rate) or just look at the rolling rates:

• 12-month M2 growth fell from ~171% in Dec-23 (Milei’s start) to ~58% by Jun-25.
• 6-month M2