Unlocking Infinite Growth in the Luxury Business World By Jonathan Choi | FIRL Podcast 84

In this week's podcast, we have Jonathan Choi on companies that interest him, Chinese and US e-commerce players, retailers' current trends, luxury products, alcohol, IBKR, Asia File, and many more!

Connect with Jonathan
His Blog: https://choivocapital.com/

Timestamp
00:00 Intro
01:50 Portfolio
03:00 E-commerce (JD, Alibaba, PinDuoDuo, Sea, VIPSHOP)
12:55 Retailers' current trends
16:20 Key insights
19:36 SEA will do bad...
20:44 Luxury goods
27:06 Extremely strong and hyper brands
30:22 Definition of luxury good
39:50 LVMH, Hermes
51:58 Alcohol
54:20 IBKR
57:50 Inflation and interest rate
1:01:25 Back to luxury business
1:03:28 Asia File
1:16:30 Driving returns in a stock


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*DISCLAIMER*

The information in this video is accurate as of the posting date. These are just the opinions of the FIRL Guys and do not in any way represent investment advice or stock recommendations, the content in this video is purely educational.

Information in the video might not be applicable to all investors as it does not take into account the financial circumstances, investment goals, and risk tolerance of any specific investors. Risk is inherent to all investing, including the permanent loss of capital. Past performance does not equal future results. We are not licensed by Malaysia's Securities Commission as financial/investment advisors. Please speak to a licensed financial advisor before making any financial decisions.

Individual(s) in the video DO NOT own shares in the aforementioned companies at the point of the video posting.