4 Comments
Sep 3·edited Sep 3Liked by Kevin, The Dutch Investors

Very interesting posting. Just enough and not too much. All provocative ideas.

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Thanks Eddy! Appreciate the compliment! Which idea did you like most?

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Amazon and Hermes was already on my list. EssilorLuxottica is a company I had never heard of and I find it hard to believe how good the margins are for that business.

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I know! I was stunned during my research.

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