The Quality Investor Letter

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LVMH: A Deep Dive Into the World’s Largest Luxury Conglomerate

This deep dive examines the company’s business model, competitive advantages, recent financial performance, the reasons behind the stock’s decline, and gives our personal take on if LVMH at today's prices is a good investment and addition to our Portfolio.

The $650 Billion Bet: How Cloud and AI Infrastructure Really Make Money

Every week a new headline announces another hundred billion dollars flowing into AI datacenters. Microsoft, Amazon, Google, and Meta have collectively pledged over $650 billion in capital expenditure for 2026 alone — more than the GDP of Sweden. Investors are simultaneously thrilled and terrified...