Something new is coming
First of all, apologies for the recent lack of publications. I know it’s been a little quiet around here.
The good news is that I’ve been working behind the scenes on a new version of the blog, which should be released in the next few days.
For current readers and subscribers, nothing will change — your access and experience will remain the same. But there are some exciting things coming.
I already have new analysis from new companies in the pipeline, as well as the long-awaited LVMH Series, which I know some of you have been waiting for.
The goal is to deliver more value and more analysis, covering more companies and sharing more tools like financial models, etc.
More soon.
Stay tuned!
Best,
Phil
