Moncler (MONC): Investing in the Next Big Luxury Company

Описание: Daniel Mahncke and Shawn O’Malley discuss Moncler (MONC), a luxury outerwear leader known for its down jackets and collaborations, focusing on direct-to-consumer growth and Stone Island expansion.

What you’ll learn here:
00:00:00 - Intro
00:01:58 - How Moncler evolved from a French, niche skiwear brand into an Italian luxury brand
00:15:40 - What makes a luxury brand successful
00:20:12 - Why Direct-to-Consumer is so important for luxury brands
00:42:22 - What role does Stone Island play
00:48:35 - How Remo Ruffini transforms niche, local brands into global luxury brands
00:56:55 - How does Moncler think about further acquisitions
01:03:49 - Where does future growth come from
01:08:00 - What are the risks in a Moncler investment
01:24:00 - Whether Shawn & Daniel add MONC to The Intrinsic Value Portfolio
01:27:57 - Outro

Transcript & Guest Info: https://www.theinvestorspodcast.com/i...

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#Moncler #MONC #LuxuryBrand #RemoRuffini #StoneIsland