TIP852: Hermès and LVMH Stock: Time to Buy Luxury? w/ Daniel Mahncke & Shawn O'Malley

You're listening to TIP. Welcome back to the Investors Podcast. Today's episode is 852, and Sean and I actually had a one week break. No recordings of the two of us, and I can safely say that doesn't happen too often, so you may have already forgotten, Sean, but the last stock that I pitched to you was Meadow. Oh, I remember it well, don't worry. Yeah.

Well today I thought I wouldn't just pitch you one stock, but actually two. In fact we looked at the two companies before. You covered LVMH in July of last year and I covered MS in February of this year. But sin, both stocks have become arguably even more attractive as they have kept Drawing. And have now reached historical valuation lows, which for a company like MS still means

Thirty plus. Multiple But still significantly cheaper than we can usually buy them. So While we decided not to buy either of them last time for our intrinsic value portfolio, Maybe this time it's different.

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