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London_Investment_Analysts
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2024
Date joined
EssilorLuxottica Société anonyme
LO
London_Investment_Analysts
Community Contributor
EssilorLuxottica: Pioneering the Future of Eyewear through Innovation and Strategic Expansion
EssilorLuxottica, a global leader in the design, manufacture, and distribution of ophthalmic lenses, frames, and sunglasses, continues to redefine the eyewear industry through technological innovation and strategic acquisitions. With a diverse portfolio that includes iconic brands like Oakley and the recent addition of Supreme, the company is poised to enhance its market presence and consumer engagement.
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€400.08
FV
33.2% undervalued
intrinsic discount
13.65%
Revenue growth p.a.
Set as Fair Value
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about 1 month ago
author updated this narrative
Arthur J. Gallagher
LO
London_Investment_Analysts
Community Contributor
Strategic Acquisitions Poised to Drive Share Price Growth
Arthur J. Gallagher & Co. (AJG) has been on an acquisition spree, with significant purchases including AssuredPartners, AnotherDay, Buck, and several others.
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US$485.74
FV
31.1% undervalued
intrinsic discount
14.00%
Revenue growth p.a.
Set as Fair Value
1
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2
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3 months ago
author updated this narrative