I'm usually rather down on European stocks. Today I threw them a bone - of course there are a few winners in Europe. SAP is killing it with their one stop enterprise software offering and AI will just keep the good times rolling. LVMH just doesn't have the issues of Gucci - they are classy and timeless. I would just write off the value of the wine business in your analysis as we are seeing a clear secular decline due to young people not drinking as much.
And yes - the hair was a little out of control that day. Rumor has it the longer my hair, the more bullish I am. Decent theory!