Timeless: A Follow-Up on the Luxury Watch Retailer Space And Their Impressive Capital Allocation
We follow up with our luxury watch retailers exposed to Rolex and update readers on each retailer's impressive capital allocation plans with...
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A Defensive Portfolio Prepared For The Wealth Effect’s Reversal
The top 10% account for around 50% of consumer spending in the US. This insight looks at the sectors and companies that could win and lose from the...
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Ticking Different: A Comparison of the World's Listed Luxury Watch Retailers With Exposure to Rolex
Watches of Switzerland owns the Rolex relationship; HourGlass wins on margins/operations; Cortina is the quiet compounder; Oriental pays you to...
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Primer: Watches of Switzerland (WOSG LN) - May 2026
Watches of Switzerland Group (WOSG) is a dominant luxury watch retailer in the UK and a rapidly growing leader in the fragmented US market,...
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What Happened to My Rolexes, Champagnes and Birkins? Luxury Is Not so Pricey Anymore $MC.PA, $RM...
Luxury stocks are quietly having a midlife crisis. Despite looking optically expensive on a trailing earnings basis, luxury names are trading...
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