How The Intrinsic Value Podcast’s view on $MS changed

2026-09-03Bullish
“Ranking our Portfolio Watchlist – Meta, CSU, Copart, Shopify (Tier List)”
MS has superior quality (stable 40% margins, strong brand) vs LVMH but trades at a hefty 35x multiple; currently ranked highest among peers.

I actually thought about also looking at LVMH and MS again sort of as like the luxury playbook and how they are doing.

and by the way, we also look at MS and Nike, for example, and MS is kind of a close comp, right? So, if you look at their numbers, um, they're not in in the negative in terms of growth.

Um, but they're also significantly or growing significantly slower than they have to in the past or have in the past. And I think that's generally something that you see with all of those companies, which to some extent is a good thing for both of them because it means it's not necessarily just that LVMH brands um are not in demand anymore.

And just the same thing for for MS. So I think to me it shows that there's just in the entire industry they're currently struggling.