Daniel and Shawn take a deep dive into Hermès — the family-controlled luxury house that has turned craftsmanship and scarcity into a compounding machine. What you’ll learn here: 00:00:00 - Intro 00:00:40 - What makes a brand true luxury 00:10:05 - Why no one can copy Hermès 00:18:28 - How important local production and family ties are 00:19:57 - Why Hermès started producing bags 00:26:26 - How Hermès built its moat and reputation 00:41:52 - What markets matter most to Hermès 00:45:37 - How Hermès can keep growing 01:13:22 - Valuation discussion of Hermès 01:21:51 - Whether Shawn and Daniel add Hermès to the portfolio Transcript & Host Info: https://www.theinvestorspodcast.com/intrinsic-value-podcast/hermes-the-most-prestigious-luxury-brand-in-the-world-w-daniel-mahncke-shawn-omalley/ 📨 Sign up for The Intrinsic Value Newsletter: https://www.theinvestorspodcast.com/subscribe-youtube/ 🤝 Connect with dedicated, savvy investors who are committed to building wealth alongside you. https://www.theinvestorspodcast.com/intrinsic-value-community/ 📈 Learn how to invest like the legends at https://theinvestorspodcast.com/getstartedwithstocks. Use the discount code “STOCKS15” at checkout. ▶️ Related Episodes: - LVMH Stock Analysis: Investing in True Luxury: https://youtu.be/mez6ymiXq-k - Ferrari Stock: Investing in Luxury on Wheels: https://youtu.be/By9brV5KXlM - Can Benz Reinvent the Car?: https://youtu.be/lFuc2abTn8U Listen to our episodes here: https://open.spotify.com/show/7dnn22EWyo6MLsPaR492BM Visit our website: https://www.theinvestorspodcast.com/intrinsic-value-podcast/ Free PDF: Investing for Beginners: 4 Principles of Stock-Picking: https://www.theinvestorspodcast.com/subscribe-youtube/ ⚠️ Disclaimer: This show is for entertainment purposes only. Before making any decisions consult a professional. This show is copyrighted by The Investor’s Podcast Network. Written permission must be granted before syndication or rebroadcasting. #Hermes #LuxuryBrands #BirkinBag #LuxuryInvesting #BrandMoat