The LT3000 Blog

Eclectic musings on value investing, business, economics, and life

Showing posts with label KORS US. Show all posts
Showing posts with label KORS US. Show all posts
Wednesday, 9 August 2017

Michael Kors +21.5%, and why value investing is so hard

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Overnight (I reside in Asia), Michael Kors (KORS US) announced an above-expectation fiscal 1Q18 result, which sent the stock up 21.5% to US$...
Wednesday, 8 February 2017

KORS 3Q result no kors for concern

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The LT3000 Blog got off to a seemingly inauspicious start by posting a long thesis on KORS a day before the company’s 3Q result came in s...
Tuesday, 7 February 2017

Michael Kors is out of fashion

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I recently initiated a 20bp position in Michael Kors (KORS US @ $41.09) – the global luxury goods company run (Chief Creative Director) b...
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About Me

Lyall Taylor
Former sell-side Equity Analyst/regional Head of Research; long time stock market enthusiast; and current Portfolio Manager of a self-seeded fund (LTCP Fund) on Wealth Management Alliance's (WMA) platform. If you are an accredited investor and have investment interest, you can contact me at lta@wma.asia for further information.
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