Opinions Jason Del Vicario
Christian Dior SE CDI.PA-OTOP PICKAug 25, 2026
Jason Del VicarioOwned
N/A
Stock price when the opinion was issued
misc consumer products
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This luxury goods stock includes Sephora and Tiffany. Luxury goods are out of favour as people feel the economic pinch and inflation, but feels this is short-term. Growth has slowed, but will pick up. Shares are trading at a 20% discount to implied value, which is why he owns this instead of LVMH directly.