Louis Vuitton

6 statements across 4 episodes · 2 bullish · 1 bearish · 2 people on the record · first statement Jul 25, 2023 by David Rosenthal · said 55 times in 8 episodes since 2023 · across every show →

Mentions by year

brought up most by David Rosenthal (29), Ben Gilbert (26)

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2026 4 mentions in 2 episodes 2 per episode
2025 7 mentions in 1 episode
2024 30 mentions in 1 episode
2023 14 mentions in 4 episodes 4 per episode

every mention, scene by scene, with the transcript →

Everything said about Louis Vuitton, oldest first

Jul 25, 2023 positive
Insight
Nike Intentionally Leaves Secondary Resale Profits on the Table
“Nike sells these incredibly limited edition retro and otherwise sneakers, but they sell them for a 150 bucks, 200 bucks, maybe 300 bucks, like not a lot of money. The instant that they get purchased, you can turn around and sell them on the secondary market fo…”
David Rosenthal Jul 25, 2023 ▶ 2:59:29 Nike (Audio) · Acquired
Feb 20, 2024 negative
Opinion
Louis Vuitton’s massive scale prevents it from pivoting to compete on handcrafting.
“Louis Vuitton has no ability to switch gears and say, ooh, it's important to compete on the vector of handcrafted.”
Ben Gilbert Feb 20, 2024 ▶ 3:25:46 Hermès (Audio) · Acquired
Feb 20, 2024 positive
Insight
French nobility heritage creates an irreplicable competitive moat for luxury houses.
“No matter where you live in the world and no matter what your cultural background is, when you attain this status, there's still something about this connection to French and European nobility that you cannot buy from a brand from any other country.”
David Rosenthal Feb 20, 2024 ▶ 1:44:54 Hermès (Audio) · Acquired
Feb 20, 2024
Assertion Not checkable as stated
Luxury handbag profits are typically 10 to 12 times their production cost.
“For most luxury brands, the profit is between 10 and 12 times the cost to make them. At Louis Vuitton, it's something like 13 times”
Ben Gilbert Feb 20, 2024 ▶ 3:27:23 Hermès (Audio) · Acquired
Feb 24, 2025
Assertion Supported
Louis Vuitton, Hermès, and Rolex founders were all 19th-century orphans
“The founders of arguably maybe the three biggest and most significant luxury brands in the world today were all orphans from the 1800.”
David Rosenthal Feb 24, 2025 ▶ 8:28 Rolex (Audio) · Acquired
Apr 14, 2026 neutral
Insight
Rosenthal: French luxury sells an imagined connection to bygone royalty
“The primary ingredient in French luxury is the dream, and specifically the dreamlike connection to French royalty and this, like, mostly imagined past that, you know, if you buy a Birkin bag or if you buy a Louis Vuitton trunk, you too Can be like the bygone F…”
David Rosenthal Apr 14, 2026 ▶ 1:00:55 Ferrari: What happens when you staple a luxury brand to a sports team? (Audio) · Acquired
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