For those who don't know the company, they own, among other brands, Gucci, Yves Saint Laurent, Balenciaga and are the main competitor of LVMH and Richemont.
I'm usually an ETF guy (20K on it) but I have been following Kering for some time and I feel they are undervalued compared to their competitors especially when you look at their portfolio, their valuation vs earnings or profits and their growth.
If you have any insights for the 15k bonus I just received, it's welcome. Kering is my pick for now (I'm European for what it's worth but I also buy US and Asian stocks).
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