Intern Pierre
@internpierre
A Man of Some People 🇲🇨🌍🏎️🍾 Passionate guy, curator of taste & vibes
Taking the opportunity to short more $LVMH
LVMH shares go from -2% to 5% in a v short period in this morning's trading session. What's going on? a trading reversal is also happening in health/autos/chemicals it seems. Tariff related?
If only somebody had been talking about what a dumpster fire $LVMH is
LVMH H1 2025 Net Profit Falls 22% as Fashion and Leather Goods Miss Forecasts trib.al/PrLudzG
Could’ve been ahead of this $LVMH: open.substack.com/pub/internpier…
LVMH’s fashion and leather goods sales fell 9 percent in the second quarter, just missing analyst estimates as the Louis Vuitton and Dior owner navigates a deepening industry slump. Read more: businessoffashion.com/articles/luxur…
“Changes being introduced by the new management of Moët Hennessy, its wine and spirits division, would not yield any benefit for shareholders until next year.” 😂 $LVMH
LVMH’s core fashion and leather goods business reported a steep decline in quarterly sales. Organic sales at the division declined by 9% in the second quarter. The drop was worse than analysts estimated and the steepest decline reported by any of LVMH’s divisions. $LVMH
If you have nothing to hide then why not release the information? The Boston Consulting Group has decided not to release the findings of its internal investigation into its controversial work for the Gaza Humanitarian Foundation. The probe, conducted by law firm WilmerHale,…
If you're like me, and can't stand rude American TikTok "girlies" or sunburned lads with broccoli cuts in the Mediterranean during the summer, you should read this when it comes out. louispisano.substack.com
“euro-summer” tiktok has literally ruined everything i will be elaborating further on Substack. My blood was boiling the other day seeing a group of American girls doing fashion TikToks in the old town trying to tell locals not to walk in front of their camera during lunch hour.…
Beyond Yoga Expands Its Horizons With New ‘Seek Beyond’ Brand Platform trib.al/XXYsW6D
Too bad @BillAckman no longer shorts companies. $UHC would be relatively straightforward to do work on especially just speaking to formers who are a year-ish removed UnitedHealth says it is facing DOJ investigation over Medicare billing practices cnbc.com/2025/07/24/uni…
Will be interesting to see where the number actually finishes at
Europe’s economy should be able to deal with a 15% tariff rate as talks with the US are progressing, according to one of the region’s largest banks bloomberg.com/news/articles/…
Solid advice for $LVMH today
If your stock is down, try this simple trick: 1) Say AI as many times as humanly possible on your earnings call 2) Put Sydney Sweeney in your ad