Core Insights - The article emphasizes the importance of identifying strong businesses at reasonable prices for long-term investment success [1] - It highlights a focus on technology companies while also considering opportunities in the cryptocurrency sector [1] - The investment approach is global, seeking value beyond the U.S. market [1] Company Focus - The analyst has a beneficial long position in LVMHF, indicating confidence in the company's future performance [1] - The article reflects personal opinions and insights rather than being influenced by external compensation or relationships [1] Industry Perspective - The analysis includes a trend-following strategy, suggesting a dynamic approach to investment that adapts to market changes [1] - There is a noted bias towards technology, which may indicate a trend in investor preferences within the industry [1]