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@The_Analyst_Lab "@ecommerceshares Tough times for LVMH. Luxury is doing really badly. Seems they benefited from the Chinese rise over the past decade but now that has stopped. Just realized $GOOG and $LVMH are trading at the same P/E multiple. Two very different businesses - pick your fighter"
@The_Analyst_Lab on X 2025-07-25 11:40:10 UTC XXX followers, XXX engagements

"@CasinoCapital @theplanmtr CFA L2 here we go. Probably should start w/ the curriculum"
@The_Analyst_Lab on X 2025-07-25 12:40:34 UTC XXX followers, XX engagements

"@ecommerceshares The disruption is for AI agency firms. Intermediaries ad campaign runners all replaced by 1-2 prompt engineers"
@The_Analyst_Lab on X 2025-07-22 16:11:13 UTC XXX followers, XX engagements

"Well just registered for Level X on November. Back to the grind. This one is a bit shorter though its still 1.32M words"
@The_Analyst_Lab on X 2025-06-28 20:12:29 UTC XXX followers, XXX engagements

"🧵GOOGLE: HOW THE BEST BUSINESS KNOWN TO MAN IS TRADING AT 20X P/E👇 1/ This is a thread on $GOOG a company that feels like it was pulled straight out of a movie. One that defies gravity logic and much of what you thought you knew about business and economics. cc @AcquiredFM for the great podcast and invaluable insights into Google's story"
@The_Analyst_Lab on X 2025-07-21 12:00:13 UTC XXX followers, 1733 engagements

"@Big_Orrin I'd highlight X issues: 1) little dealerships 2) lack of clear product strategy. Lot of models/trims and even brands that are created and then discontinued and 3) tariffs + barriers increase prices a lot and limits the price differences A partnership w/ local brands would help"
@The_Analyst_Lab on X 2025-07-26 18:56:32 UTC XXX followers, XX engagements

"@Big_Orrin The tariffs is a huge deal. A Tesla Model X in China sells for under $30k while in Europe its over $50k This is probably the most important factor that has kept chinese cars at bay. But they will come"
@The_Analyst_Lab on X 2025-07-26 18:58:55 UTC XXX followers, XX engagements

"En solo X meses casi todos estan ya en la zona amarilla Los margenes operativos +10% alla se quedaron: - BMW Mercedes Toyota: X% - VW: X% - Stellantis Volvo Ford Aston martin: 3-4% - Nissan Renault Aston Martin: negativo Es un drama"
@The_Analyst_Lab on X 2025-07-25 18:38:13 UTC XXX followers, XXX engagements