Leandro González-Sicilia - Multi-Generational Family Businesses, Luxury Investing, Hermès
OCT 7, 202444 MIN
Leandro González-Sicilia - Multi-Generational Family Businesses, Luxury Investing, Hermès
OCT 7, 202444 MIN
Description
<p>I welcome <a target="_blank" href="https://x.com/Invesquotes">Leandro</a> of <a target="_blank" href="https://www.bestanchorstocks.com/">Best Anchor Stocks</a> to Gentleman Speculator. Leandro is the co-founder of an investment research service and an equity analyst I deem worthy of paying attention to. We discuss the value of multi-generational family businesses, focusing especially on Hermès. Despite challenges, there is a small subset of public companies where being family controlled is a benefit. We talk luxury investing, how luxury brands are a reflection of human nature, and a contrast between European and American markets. </p><p>Leandro's work is thoughtful. He’s a deep researcher, and a bottom-up, long-term investor who avoids the noise. </p><p></p><p><a target="_blank" href="https://open.spotify.com/track/2MCBSxOnkMcVkbaLplGYjX">Great Indoors - John Mayer</a></p><p>01:28 Meet Leandro</p><p>08:09 Debunking Common Investing Tropes </p><p>12:26 The Timeless Appeal of Luxury Brands</p><p>15:27 Luxury and Social Status</p><p>22:58 Hermès</p><p>31:08 On Family-Owned, Publicly Traded Businesses</p><p></p> <br/><br/>This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit <a href="https://www.gentlemanspeculator.com?utm_medium=podcast&utm_campaign=CTA_1">www.gentlemanspeculator.com</a>