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FRValue Profile picture
FRValue
@FRValue
representjah Profile picture 1 subscribed
Dec 9, 2023 • 14 tweets • 2 min read
I mentioned Hermès so many times here over the years. But this recent Bloomberg article perfectly captures what makes this company so unique. $RMS.PA

trib.al/3S63VAl “A focus on craftsmanship, a finely calibrated perception of exclusivity and a mastery of scarcity — real or managed — have converged into a winning strategy for Hermès.”
Nov 19, 2022 • 6 tweets • 1 min read
187) This thread is like investing or life: a work on progress. 188) Great companies, great parents, great leaders/people, great sports franchises, great investors all think in terms of legacy. It’s not about them. They want to « leave the jersey in a better place ». They are a strong link, a good steward in a long chain, across generations.
Oct 11, 2020 • 87 tweets • 12 min read
A few of my quirky (and sometimes inconvenient to some) investing opinions. A thread. 👇👇👇 107) Avoiding stupid mistakes is way better than listening to the great investors’ how-to-ready-made-affirmations-and-quotes. If you don’t lose money, the alternative might be OK.