Opinions Jason Del Vicario
Christian Dior SE CDI.PA-OPAST TOP PICKNov 13, 2026
N/A
Stock price when the opinion was issued
misc consumer products
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TOP PICK
no price target
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.
Jason Del VicarioOwned
misc consumer products
(Note the short timeframe.) (Now intertwined with LVMH.) The arbitrage opportunity no longer exists.