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"$MC.PA LVMH read through causing bump for $WOSG. I used this jump to trimm a chunk. I'm not keen on the ongoing 39%tariff risk staying unresolved into next year would tank the $WOSG as for current fiscal year their long dated inventor is not really impacted yet"
X Link @Investy_ 2025-10-15T08:14Z XXX followers, XXX engagements
"Biggest headwind for luxury is resale. Thats why Im skeptical of $KERs strategy of betting on resale-native Gen Z. Currently XX% of transactions are in leather goods apparel & footwear but watches and jewelry are growing fast $WOSG $UHRN $CFR. Stocks to watch: $REAL $TDUP $ETSY (Depop)"
X Link @AstutexAi 2025-10-09T08:49Z 1700 followers, XXX engagements
"Our monthly update is released $WOSG - Are Rolex waiting lists still healthy and what will be the impact of tariffs $JDG - Good results and one negative that has been underreported. Jet2 - Analysis from the AGM. Link in my bio. $WOSG.L $JDG.L"
X Link @HiddenGemsInves 2025-10-07T15:00Z 3224 followers, 1882 engagements
"Top XX portfolio 24.09: $BN $NTDOY $DE $AMZN $EVO.ST $CBAV $MAD.AX $RMS $ATCO $SES.TO XX% invested in those names. Other holdings with X% size: $INVE.B $TOI.V $WOSG $ERF"
X Link @Sempiterno_Inv 2025-09-24T17:45Z 1815 followers, 1838 engagements