Podcast of business and financial stories, Behind the Money

Behind the Money

Podcast of business and financial stories

From hostile takeovers to C-suite intrigue, Behind the Money takes you inside the business and financial stories of the moment with reporting from Financial Times journalists around the world.

Equity Bottom-Up

LVMH Moet Hennessy Louis Vuitt / Equity Bottom-Up

<ul><li>Antoinette sang with a heavy metal band at the Paris Olympics, sponsored by LVMH</li><li>Moet Hennessy, a struggling arm of LVMH, faced pressure to turn around its business</li><li>Moet Hennessy's importance to LVMH lies in its role as a cash cow for acquisitions, despite internal strategic mistakes and market challenges</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Antoinette sang with a heavy metal band at the Paris Olympics, sponsored by LVMHMoet Hennessy, a struggling arm of LVMH, faced pressure to turn around its businessMoet Hennessy's importance to LVMH lies in its role as a cash cow for acquisitions, despite internal strategic mistakes and market challengesThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Podcast on In-depth Business Talks, Speedwell Research

The Synopsis

Podcast on In-depth Business Talks

Speedwell Research

Speedwell Research spends hundreds of hours researching public businesses each month and in "The Synopsis" they share their key learnings. Most business podcasts are superficial and assume their listeners are unsophisticated. In contrast, The Synopsis trusts listeners are interested in learning about complex, industry-specific issues, so long as they are explained clearly. We cover businesses from inception to current day, coupling business analysis and an investors lens. Start listening today to become a better analyst and investor.

Cross Asset Strategy

<ul><li>Webinar with former Prada board member discussing luxury landscape and investor trends</li><li>Nvidia's strong earnings initially sparked global rally, but tech stock sell-off signals market caution</li><li>Dior executive predicts return to growth in luxury market by 2026, emphasizes product innovation and pricing discipline for success</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Webinar with former Prada board member discussing luxury landscape and investor trendsNvidia's strong earnings initially sparked global rally, but tech stock sell-off signals market cautionDior executive predicts return to growth in luxury market by 2026, emphasizes product innovation and pricing discipline for successThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Briefing. Copart Market Share Loss, Nvidia Can't Hold, Dior Expert Call, AppFolio Investor Meeting

Podcast by Magellan Asset Management, Magellan Asset Management

MAGELLAN - IN THE KNOW

Podcast by Magellan Asset Management

Magellan Asset Management

‘In The Know’ is a new monthly investment podcast brought to you by Magellan Asset Management, one of Australia’s leading global equities investors. We seek to bring you timely, unique and thought-provoking insights to help you make sense of today’s investment landscape. From deep dives into the latest macroeconomic and geopolitical issues, to our analysis on sectors and stocks on global markets. Join Magellan, as they connect with a myriad of experts in their field, including CEOs of stocks we hold, global leaders and consultants in finance, investing, risk and politics, and key members of our investment team and business. ‘In The Know’ - a monthly podcast from Magellan is worth investing your time in! Magellan - Experts in global investing.

<ul><li>Magellan in the Know podcast discusses consumer sector turnaround opportunities</li><li>Definition of a successful turnaround and examples of companies that do and do not meet the criteria</li><li>Importance of consistent investment philosophy and focus on protecting against permanent capital loss</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Magellan in the Know podcast discusses consumer sector turnaround opportunitiesDefinition of a successful turnaround and examples of companies that do and do not meet the criteriaImportance of consistent investment philosophy and focus on protecting against permanent capital lossThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

The art of the turnaround: investing in companies at a crossroads

Articles from Caixin Global, Caixin Global

Caixin Global

Articles from Caixin Global

Caixin is a media group dedicated to providing financial and business news through periodicals, online content, mobile apps, conferences, books and TV/video programs. Caixin aims to blaze a trail that helps traditional media prosper in the new media age through integrated multimedia platforms.

News from Caixin

<ul><li>Luxury /:  Luxury brands cut price of exclusivity as Chinese spending drops</li><li>Trade /: Xi’s Southeast Asia tour underscores regional trade ties</li><li>Tariffs /Interview: China’s vast market can be key to trade negotiations</li></ul>

Luxury /:  Luxury brands cut price of exclusivity as Chinese spending dropsTrade /: Xi’s Southeast Asia tour underscores regional trade tiesTariffs /Interview: China’s vast market can be key to trade negotiations

CX Daily: Luxury Brands Cut Price of Exclusivity as Chinese Spending Drops 

External reports (aggregated public sources), Value Investors Club

Value Investors Club (VIC)

External reports (aggregated public sources)

Value Investors Club

<ul><li>Luxury sector experiencing challenges after period of record-high growth</li><li>Key players like LVMH, Hermes, and Richemont facing corrections in share prices</li><li>Burberry facing short thesis due to concerns about navigating changing market dynamics</li></ul>This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Luxury sector experiencing challenges after period of record-high growthKey players like LVMH, Hermes, and Richemont facing corrections in share pricesBurberry facing short thesis due to concerns about navigating changing market dynamicsThis content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

France

LVMH Moet Hennessy Louis Vuitton SE is a diversified luxury goods group. The Company produces and sells wine, cognac, perfumes, cosmetics, luggage, and watches and jewelry. LVMH Moet Hennessy Louis Vuitton serves customers in France.

LVMH Moet Hennessy Louis Vuitt (LVMUY US)

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LVMH Moet Hennessy Louis Vuitt (LVMUY US)

Inside Moët Hennessy’s crisis

The heavy metal band Antoinette performed at the Paris Olympics sponsored by LVMH, which included a dancing sequence featuring Louis Vuitton...

Behind the Money

The art of the turnaround: investing in companies at a crossroads

The Magellan in the Know podcast discusses turnaround opportunities in the consumer sector, analyzing companies like Nike, Estee Lauder, Gucci, and...

MAGELLAN - IN THE KNOW

CX Daily: Luxury Brands Cut Price of Exclusivity as Chinese Spending Drops

Luxury /: Luxury brands cut price of exclusivity as Chinese spending drops Trade /: Xi’s Southeast Asia tour underscores regional trade...

Caixin Global

Burberry (BRBY) - Sunday, Mar 31, 2024

Luxury sector experiencing challenges after period of record-high growthKey players like LVMH, Hermes, and Richemont facing corrections in share...

Value Investors Club (VIC)

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Inside Moët Hennessy’s crisis

The heavy metal band Antoinette performed at the Paris Olympics sponsored by LVMH, which included a dancing sequence featuring Louis Vuitton...

Behind the Money

Briefing. Copart Market Share Loss, Nvidia Can't Hold, Dior Expert Call, AppFolio Investor Meeting

Global markets experience volatility as luxury landscape evolves, Nasdaq sells off, Bitcoin drops, and US job market shows mixed results.

The Synopsis

The art of the turnaround: investing in companies at a crossroads

The Magellan in the Know podcast discusses turnaround opportunities in the consumer sector, analyzing companies like Nike, Estee Lauder, Gucci, and...

MAGELLAN - IN THE KNOW

CX Daily: Luxury Brands Cut Price of Exclusivity as Chinese Spending Drops

Luxury /: Luxury brands cut price of exclusivity as Chinese spending drops Trade /: Xi’s Southeast Asia tour underscores regional trade...

Caixin Global

Burberry (BRBY) - Sunday, Mar 31, 2024

Luxury sector experiencing challenges after period of record-high growthKey players like LVMH, Hermes, and Richemont facing corrections in share...

Value Investors Club (VIC)