Latest Posts
Prada Group(HKG:1913):Luxury on a Budget
The overall luxury apparel space has been in a slump for some time which has created an opportunity for some names in the space. Prada Group(HKG:1913) is one such name down over 40% from 2025 peaks. The company has actually performed well despite the industry backdrop with revenue up 9% in 2025.
Piquadro Group Annual Review 2026
Piquadro Group Annual Review 2026
Q4 2025 Portfolio Update
Summary of my Portfolio as of Q4 2025.
Q4 2024 Portfolio Update
Summary of my Portfolio as of Q4 2024.
Piquadro Group – Expensive Bags, Good Business?
Piquadro is a luxury Italian leather company operating under three brands Piquadro, The Bridge and Lancel. The company designs and partially manufactures its own goods while selling directly in its own stores and wholesale. The company is trading cheaply, has doubled revenue in the last 6 years and has high insider ownership still being run by its founder.