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Louis Vuitton

2 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 27, 2025 by Sanjay Ayer · said 5 times in 4 episodes since 2017 · across every show →

Mentions by year

brought up most by Sanjay Ayer (2), Mike Trigg (1), Jim Dunn (1), Dan Tannenbaum (1)

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001121201720182019202020212022202320242025episodesmentions
011201720182019202020212022202320242025episodes it came up in
0010.521201720182019202020212022202320242025episodesmentions per episode
2025 2 mentions in 1 episode
2024 1 mention in 1 episode
2020 1 mention in 1 episode
2017 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Louis Vuitton, oldest first

Oct 27, 2025 neutral
Disclosure
Ayer: WCM Sold Louis Vuitton and Costco to Buy Rolls-Royce
“I mean, you're selling names like Louis Vuitton and Costco and buying names like Rolls Royce and Siemens Energy.”
Sanjay Ayer Oct 27, 2025 ▶ 15:23 Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
Oct 27, 2025 neutral
Assertion Not checkable as stated
Ayer: Pre-COVID Decade Lulled Investors Holding Legacy Compounders Like Costco
“We'd been through this ten-plus year period heading into the COVID bull market where backward and forward-looking quality and growth were highly correlated. Effectively, you could just keep owning the same thing and do well. Names like Louis Vuitton, they just…”
Sanjay Ayer Oct 27, 2025 ▶ 9:41 Mike Trigg and Sanjay Ayer – The Discipline of Getting Better at WCM (EP.467)
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