The hottest Luxury goods Substack posts right now

And their main takeaways
Category
Top Culture Topics

3 Stock Ideas from Guy Spier's Event

Compounding Quality • 1533 implied HN points • 11 Feb 24
💰 Finance Luxury goods
  1. Investing in yourself is always valuable and pays off in the long run
  2. The people you surround yourself with play a big role in your success and growth
  3. Learning from successful individuals who are humble and constantly seeking knowledge is key to personal and professional development

LVMH's Stellar Returns

Compounding Quality • 1415 implied HN points • 26 Jan 24
💰 Finance Luxury goods
  1. LVMH reported great financial results in 2023, showing growth in revenue and profits.
  2. The company's global presence with a diverse portfolio of luxury brands contributes to its success.
  3. LVMH proposed a dividend of €13 per share, showcasing positive financial performance.

Buying This Luxury Empire

Compounding Quality • 904 implied HN points • 14 Jan 24
💰 Finance Luxury goods
  1. Luxury goods have enduring appeal and never go out of fashion
  2. The company being highlighted is a strong player in the luxury industry with a diverse portfolio of brands and global presence
  3. The company has shown strong financial performance with consistent revenue and cash flow growth, making it an attractive investment option

Private Jets: The Luxury with A Huge Carbon Footprint

Adetokunbo Sees • 104 implied HN points • 05 Jul 25
🌞 Climate & Environment Luxury goods
  1. Private jets cause a lot of pollution. They can emit as much carbon dioxide in a year as 177 cars.
  2. The number of private jets is increasing, leading to more greenhouse gas emissions over time. They are often used for short trips, which makes the pollution worse.
  3. Using private jets is a luxury that only a small percent of the world enjoys. Reducing their use could help lessen the environmental impact.

What Does It Mean For a Brand To Be Radical?

The Ruffian • 294 implied HN points • 23 Nov 24
💼 Business Luxury goods
  1. Jaguar is undergoing a major rebranding and switching to an all-electric vehicle lineup, but they won't have new cars to sell until 2026. This means they are promoting themselves as a brand without tangible products.
  2. The new branding has sparked a lot of negative reactions, suggesting that their attempt to modernize may be seen as losing their identity rather than revitalizing it.
  3. Jaguar is aiming to target wealthier consumers with fewer, more expensive vehicles, moving towards a luxury market rather than competing with mainstream car brands.
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#3: The business of icebreaker cruises

Bureau of Adventure • 119 implied HN points • 19 Aug 23
💼 Business Luxury goods
  1. Ponant's Commandant Charcot is the first luxury icebreaker cruise ship. It's specially designed to break through thick ice, making it unique in the cruise market.
  2. Operating an icebreaker is very costly. Charcot's building and running expenses are much higher than typical cruise ships, but it tries to offer special experiences to justify the price.
  3. Ponant has created unique itineraries for Charcot that go to places and times other ships can't reach, making each cruise a special adventure for wealthy travelers.

Why Bunkers Won't Save The Super Rich

OK Doomer • 79 implied HN points • 26 Nov 24
🎭️ Culture Luxury goods
  1. Luxury bunkers for the super-rich are designed to withstand disasters, but they depend on social interaction to keep the inhabitants sane. Without community, even the best bunkers can feel isolating and scary.
  2. The trend of building elaborate bunkers has turned into a big business, showing that wealth can create very extravagant survival plans. These bunkers can include features like moats and security systems, but they also serve as places for the rich to show off their preparations.
  3. Despite all the money spent on bunkers, experts question if they would truly protect the wealthy in case of a real disaster. Having a bunker doesn't guarantee survival; it also requires planning and cooperation among residents.

Dub Housing

Kneeling Bus • 156 implied HN points • 17 Feb 23
🎭️ Culture Luxury goods
  1. Housing shortages are common in desirable areas like Lake Tahoe due to a surplus of people and limited housing supply.
  2. The demand for housing in luxury tourist destinations can outstrip supply, turning basic human needs into luxury goods.
  3. There is a growing need to balance market forces with regulatory incentives to ensure fair resource allocation in areas like Lake Tahoe.

Why athletes like Cristiano Ronaldo and Max Verstappen are buying new private jets

Huddle Up • 23 implied HN points • 20 Feb 25
💼 Business Luxury goods
  1. Many athletes, like Cristiano Ronaldo and Max Verstappen, are buying private jets for convenience and comfort on their travels.
  2. Ronaldo's jet, often said to cost $70 million, was actually used and likely bought for much less — he may have even leased it instead.
  3. Private jets can save time and offer luxury, but it's important to understand the full costs, including operation and maintenance.

Birkenstock IPO: Is it worth $10B?

SatPost by Trung Phan • 84 implied HN points • 06 Oct 23
💼 Business Luxury goods
  1. Birkenstock is planning a $10B IPO on the NYSE, generating excitement in the market.
  2. The brand's long history and quality make it a potential investment based on the Lindy Effect.
  3. CEO Oliver Reichert played a key role in Birkenstock's success, increasing revenue and margins significantly.

Value != Price

Tech Ramblings • 19 implied HN points • 16 Jul 23
💼 Business Luxury goods
  1. Value and price are not the same. People often pay more for brands or status rather than for actual utility.
  2. It's easy to set prices based on user value for certain products, like software, but it’s trickier for physical goods like cars and clothes.
  3. Luxury products have high prices because of the status they carry, not necessarily because they offer more utility compared to cheaper options.

The Ferrari IPO: A Price Premium for the Prancing Horse?

Musings on Markets • 0 implied HN points • 15 Oct 15
💼 Business Luxury goods
  1. Ferrari sells very few cars each year, making it exclusive and a status symbol for the super-rich. This scarcity helps keep its prices high.
  2. The company is different from most car makers because it focuses on high margins and limited production, rather than just selling more cars.
  3. Ferrari's brand is worth a lot and helps it make more profit compared to other car companies, but investors should be careful about how much extra value they place on the brand when estimating its worth.

Mercedes EQS SUV: The Best Chauffeur-Driven SUV

Kartick’s Blog • 0 implied HN points • 09 Jun 25
🕹 Technology Luxury goods
  1. The Mercedes EQS SUV is best for people who want to be driven rather than drive themselves. It offers a super comfortable and luxurious experience in the back seat.
  2. While the car has many high-tech features, some of them can be annoying or don’t work well, like the overly sensitive braking system and unreliable air conditioning.
  3. If you're looking for a fun self-driving experience, the EQS SUV might not be great. Other cars like the Volvo EC40 or Verna might give you better driving enjoyment.