Скачать или смотреть 📊 LVMH Deep Dive: Forecasting Annual Returns & Risk-Adjusted Upside

📊 LVMH Valuation Deep Dive: Annual Return Forecasts & Risk-Adjusted Potential
Welcome back to Hedge Fund Manager — I’m Karl-Mikael Syding. In this second part of my LVMH analysis, we dive into forecasting future share price, calculating annual returns, and understanding how to compare LVMH’s upside on a risk-adjusted basis.

🔍 In this video, I cover:
• 📈 How to estimate compound annual returns using EPS growth & future P/E
• 💸 What kind of annual return you can expect from LVMH if current trends hold
• 📉 How to compare LVMH to the market average (S&P 500) and other top companies
• ⚖️ Why risk-adjusted returns matter more than raw upside
• 📌 Target price: From €495 to €1,063 in 4 years = 24.2% per year total return
• 🔒 Why I require a 15% return before even considering a stock

This is the kind of hands-on, real-world investment math that helps you think like a professional. Whether you’re new to DCF and compounding or already modeling your own investments, this breakdown will help level up your process.

👨‍🏫 What You’ll Learn:
• How to use the Ke formula to forecast returns
• When a stock becomes interesting based on expected upside vs risk
• How LVMH stacks up against companies like Novo Nordisk, Meta, and Google
• Why even 10% annual return isn’t enough (and what makes 24% look really attractive)

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🧠 Next Video: We’ll go beyond charts and dig into how to model future fundamentals and EPS with more nuance.

📌 Subscribe if you’re serious about mastering long-term investing
📈 Like & share if this helped clarify your thinking
💬 Comment below — are you bullish on LVMH?

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