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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
Oct 171 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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