LVMH: Beneath 'Solid' Earnings Lies A Buying Window

Core Insights - The term "solid" is increasingly used to describe companies with moderately declining earnings or stabilizing results after significant drops, indicating a potential shift in market sentiment towards performance metrics [1] Group 1: Investment Philosophy - The focus is on long-term investment in U.S. and European equities, emphasizing undervalued growth stocks and high-quality dividend growers [1] - Sustained profitability, characterized by strong margins, stable and expanding free cash flow, and high returns on invested capital, is highlighted as a more reliable driver of returns than valuation alone [1] Group 2: Personal Investment Approach - The investment strategy is publicly managed on eToro, allowing others to replicate real-time investment decisions [1] - The interdisciplinary background in Economics, Classical Philology, Philosophy, and Theology enhances both quantitative analysis and market narrative interpretation [1] - The motivation for investing is to ensure financial freedom for the investor and their children, aiming for a balance between work and personal fulfillment [1]