The Top Luxury Companies in the World by Revenue in 2021

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The Top Luxury Companies in the World by Revenue in 2021 is shown in the chart below. France-based LVMH is in a league of its own in the luxury sector. The company generated about $76.0B last year. With scores of brands like Dior, Tiffany, etc. in various categories ranging from fashion to wine and everything in between, LVMH’s breadth is incredible.

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Source: 6 new charts on luxury stocks – part 1 by Truman, Substack

Referenced firms:

  • LVMH Moet Hennessy Louis Vuitton SA (LVMUY)
  • L’Oreal (LRLCY)
  • Hermes Intl (HESAY)
  • Pernod Ricard (PRNDY)
  • Estee Lauder Companies (EL)
  • Kering (PPRUY)
  • EssilorLuxottica (ESLOY)
  • Tapestry Inc (TPR )

Disclosure: No positions

The Top 10 Companies by Gaming Revenue

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The Top 10 Companies by Gaming Revenue in 2021 are shown in the chart below. Japanese giant (SNY) is the top company in generating the most revenue from gaming. Software leader Microsoft(MSFT) is the second top firm. I did not realize that Microsoft was so big in gaming. I knew Xbox was popular but did not know gaming is a big revenue marker for the firm.

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Source: 6 new charts on gaming stocks by Truman, Genuine Impact Newsletter, Substack

Other related stocks:

  • Nintendo (NTDOY)
  • Tencent (TCEHY)
  •  Activision Blizzard Inc (ATVI)
  • Electronic Arts (EA)

Disclosure: No positions

The Top 10 Lithium Companies by 2021 Revenue

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Lithium is one of the hottest commodities in the world these days since it is used in the manufacture of batteries in Electric Vehicles (EVs). A handful of companies dominate the lithium-related industry. Among the top 10, 4 are Chinese companies though it has smaller global reserve of of the commodity. Australia has a relatively higher percentage of Lithium reserves. Hence 3 firms from Australia made it to the top 10 list based on revenues in 2021.

The largest Lithium producer is Chile-based SQM(SQM). North Carolina-based Albemarle (ALB) is more of a downstream player but had the top revenue last year according to an article by Truman at Substack.

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Source: 4 new charts on lithium – the hottest commodity in the world now, Genuine Impact Newsletter, Substack

The biggest Lithium mines in the world by reserves are shown in the chart below:

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From an investment perspective, Chilean lithium giant Sociedad Quimica y Minera de Chile(SQM) has been an astonishing performer. Since 2011, the stock is up 4,000% according a piece by Ernesto Canales and Mario Canales of Latinometrics at Substack.

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Source: Psychologists, Remittances, and Chilean Giant SQM, Latinometrics

SQM has performed very well this year also. While the S&P 500 is in a bear market and many of the former hi-fliers are down even more SQM’s stock has shot up about 85% year-to-date.

Continued growth of EVs around the world should keep the demand high for Lithium and that should be beneficial to these companies.

Update(11/25/22):

Source: How Australia became the world’s greatest lithium supplier, The BBC

Disclosure: No positions

Individuals Paid More Taxes Than Corporations in 2021: Chart

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One fascinating aspect of the tax structure in the US is that the Federal Government receives more in taxes from individuals than corporations. I wrote about this fact all the way back in 2011 and again 2016. In 2021, it got worse. Individuals paid $2 Trillion in taxes while corporations paid just $372 Billion in taxes as shown in the chart below:

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Source: 9 new charts – US deficits, stock valuations & tech taxes, Genuine Impact Newsletter by Truman

Apple IPO (1980) vs. Now (2021)

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Apple(APPL) is one of the world’s most valuable companies today with a market cap of over $2.5 Trillion. It too many decades for Apple to get to where it is now. When the company did its IPO in 1980 it was mainly known for its personal computers. That is no longer the case. The Apple of today is famous for multiple products from iPhones to iPods to everything in between.

The brand has such a huge cult-like followers that the firm’s pricing model for its products is astonishing to say the least. They even sell a cleaning cloth for $19.00 ! This piece of cloth is probably worth a couple of bucks at the most. Eventually Apple may extend its brand’s power by rolling out new Apple-branded products outside of electronics such as hotels, restaurants, paper towels, cereals, toys, appliances, cars, cookies, apparel, coffee, mouth wash, shoes, tooth brush, beer, wine, potato chips, resorts, airlines, pens, perfume, bottled water, toothpaste, bulbs, etc. and turn into a conglomerate worth some $10 Trillion or more.

Source: Now vs. IPO: Apple, Amazon, Microsoft, Google & Tesla by Truman, Genuine Impact Newsletter

Hat Tip: Market Index

At its IPO, Apple had a revenue of just $118 million. By 2021, that revenue increased by over 3,000 times. The tax rate plunged from 52% to just 13% which is great for investors.

Disclosure: No positions