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"I liked the product so much, I bought the company" - Essilor Luxottica posts blowout Q3 numbers - share price up 11%
My Nuance hearing glasses EssilorLuxottica SA (ELP, CAC 40, Market Cap €141bn, Price €307.75p (£267), currently 3.3% of JIC Portfolio) https://www.essilorluxottica.com/en/ Full results HERE Conclusion: Impressive revenue growth boosted by the new Meta glasses and Nuance hearing aid glasses, of which, as you know, I'm a huge fan, having acquired a pair in June. My feeling is that we are early in the foothills of what will be strong growth over the coming years. Essilor has sto

John Rosier
2 days ago1 min read
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JIC Portfolio Trades: Added to existing position and sold one position in its entirety
#jicportfoliotrades

John Rosier
Sep 111 min read
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JIC Portfolio: Short Review of each of my holdings (IV)
Halozyme Therapeutics : 3.0% of JIC Portfolio and up 9.2% on my average purchase price. I must admit, I'm glad to see this holding back...

John Rosier
Aug 183 min read
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EssilorLuxoticca H1 Results
I liked the product so much, I bought the company

John Rosier
Jul 291 min read
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New Position
These are my new Nuance hearing aid glasses from EssilorLuxottica, on their charging tray. For the last eighteen months or so, I have...

John Rosier
Jul 242 min read
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