Hermes ($RMS): Outperforming the Market paying a Luxury Premium
Автор: The Investor's Podcast Network
Загружено: 2026-02-07
Просмотров: 653
Описание:
Daniel and Shawn take a deep dive into Hermès — the family-controlled luxury house that has turned craftsmanship and scarcity into a compounding machine.
What you’ll learn here:
00:00:00 - Intro
00:00:40 - What makes a brand true luxury
00:10:05 - Why no one can copy Hermès
00:18:28 - How important local production and family ties are
00:19:57 - Why Hermès started producing bags
00:26:26 - How Hermès built its moat and reputation
00:41:52 - What markets matter most to Hermès
00:45:37 - How Hermès can keep growing
01:13:22 - Whether Shawn and Daniel add Hermès to the portfolio
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▶️ Related Episodes:
LVMH Stock Analysis: Investing in True Luxury: • LVMH Stock Analysis: Investing in True Luxury
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Can Benz Reinvent the Car?: • Can Benz Reinvent the Car?
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⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting.
#Hermes #LuxuryBrands #BirkinBag #LuxuryInvesting #BrandMoat
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