Independent equity research, seen through a designer's eye.
For investors who care about the companies built on design and brand — with the valuation rigor most design commentary skips.
Latest research
View archive →JUL 2026
The CAC 40 is not France
Why the real opportunity sits in underfollowed small and mid caps.
COMING
Next piece, published weekly
A new note will appear here every week as the archive grows.
Why Seven Hudson
I.
The eye
Design and brand judgment most finance research lacks entirely.
II.
The rigor
Real valuation and fundamentals underneath the taste — not vibes.
III.
The accountability
Every call is public, dated, and graded. No hiding a bad thesis.
Coverage scope
Heritage luxury conglomerates
LVMH, Hermès, Kering, Richemont
Design-led lifestyle and athletic
On Holding, Lululemon, Deckers
Home goods and furniture
RH
Design-driven CPG
Packaging and brand-led growth stories
Design-forward hardware
Premium audio, wearables, smart home
Design-led real estate
Boutique hospitality, luxury homebuilders, master-planned developers
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